Regal Investment Advisors’s Invesco Zacks International Multi-Asset Income ETF HGI Stock Holding History

Regal Investment Advisors’s Portfolio HGI Stock Details HGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-250	Closed	-$3K	–	987
2015 Q3	$3K	Hold	250	–	–	﹤0.01%	911
2015 Q2	$4K	Hold	250	–	–	﹤0.01%	795
2015 Q1	$4K	Buy	+250	New	+$4.29K	﹤0.01%	855

Other funds holding HGI

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Regal Investment Advisors's HGI Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco Zacks International Multi-Asset Income ETF (HGI) in Q4 2015, closing a stake of 250 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in HGI in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 19 funds tracked by Wall St. Rank hold HGI as of Q4 2015.

Regal Investment Advisors reported no remaining Invesco Zacks International Multi-Asset Income ETF position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 250 Invesco Zacks International Multi-Asset Income ETF shares in Q4 2015, an estimated $3K.
Regal Investment Advisors first reported a position in Invesco Zacks International Multi-Asset Income ETF in Q1 2015 and held it in 3 quarters.
Regal Investment Advisors's Invesco Zacks International Multi-Asset Income ETF position peaked at $4K in Q2 2015.
19 funds tracked by Wall St. Rank held Invesco Zacks International Multi-Asset Income ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.