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Regal Investment Advisors’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Regal Investment Advisors’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Sell
22,303
-1,360
-6% -$18.7K 0.02% 523
2025
Q4 		$319K Buy
+23,663
New +$314K 0.02% 498
2015
Q2 		– Sell
-392
Closed -$10K – 971
2015
Q1 		$10K Buy
+392
New +$9.67K ﹤0.01% 688

Other funds holding GYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Regal Investment Advisors's GYLD Position: Q1 2026 in Review

Regal Investment Advisors reduced its Arrow Dow Jones Global Yield ETF (GYLD) stake by 5.7% in Q1 2026, selling an estimated $18.7K and leaving 22,303 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #523.

Regal Investment Advisors first reported a position in GYLD in Q1 2015 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 15 funds tracked by Wall St. Rank hold GYLD as of Q1 2026.

  • Regal Investment Advisors held 22,303 shares of Arrow Dow Jones Global Yield ETF worth $307K as of Q1 2026.
  • Regal Investment Advisors sold 1,360 Arrow Dow Jones Global Yield ETF shares in Q1 2026, an estimated $18.7K.
  • Arrow Dow Jones Global Yield ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #523 holding.
  • Regal Investment Advisors first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2015 and has held it in 3 quarters since.
  • Regal Investment Advisors's Arrow Dow Jones Global Yield ETF position peaked at $319K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.