Regal Investment Advisors’s High Yield ETF HYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,722	Closed	-$465K	–	586
2021 Q4	$465K	Buy	14,722 +1,164	+9%	+$37.1K	0.04%	344
2021 Q3	$434K	Buy	13,558 +868	+7%	+$28.1K	0.04%	351
2021 Q2	$413K	Buy	+12,690	New	+$412K	0.04%	358
2014 Q4	–	Sell	-56	Closed	-$3K	–	1021
2014 Q3	$3K	Hold	56	–	–	﹤0.01%	861
2014 Q2	$3K	Sell	56 -6	-10%	-$317	﹤0.01%	826
2014 Q1	$3K	Buy	+62	New	+$3.25K	﹤0.01%	803

Other funds holding HYLD

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Regal Investment Advisors's HYLD Position: Q1 2022 in Review

Regal Investment Advisors sold out of High Yield ETF (HYLD) in Q1 2022, closing a stake of 14,722 shares — an estimated $465K sold.

Regal Investment Advisors first reported a position in HYLD in Q1 2014 and held it in 6 quarters. The position peaked at $465K in Q4 2021. 34 funds tracked by Wall St. Rank hold HYLD as of Q1 2022.

Regal Investment Advisors reported no remaining High Yield ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 14,722 High Yield ETF shares in Q1 2022, an estimated $465K.
Regal Investment Advisors first reported a position in High Yield ETF in Q1 2014 and held it in 6 quarters.
Regal Investment Advisors's High Yield ETF position peaked at $465K in Q4 2021.
34 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.