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Regal Investment Advisors’s ProShares Short MidCap400 MYY Stock Holding History

Regal Investment Advisors’s Portfolio MYY Stock Details MYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-69,901
Closed -$1.67M – 532
2023
Q1 		$1.67M Buy
69,901
+21,529
+45% +$510K 0.15% 157
2022
Q4 		$1.2M Buy
48,372
+3,527
+8% +$88.3K 0.12% 168
2022
Q3 		$1.24M Buy
44,845
+31,905
+247% +$811K 0.13% 155
2022
Q2 		$351K Buy
+12,940
New +$327K 0.04% 341

Other funds holding MYY

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's MYY Position: Q2 2023 in Review

Regal Investment Advisors sold out of ProShares Short MidCap400 (MYY) in Q2 2023, closing a stake of 69,901 shares — an estimated $1.67M sold.

Regal Investment Advisors first reported a position in MYY in Q2 2022 and held it in 4 quarters. The position peaked at $1.67M in Q1 2023. 6 funds tracked by Wall St. Rank hold MYY as of Q2 2023.

  • Regal Investment Advisors reported no remaining ProShares Short MidCap400 position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 69,901 ProShares Short MidCap400 shares in Q2 2023, an estimated $1.67M.
  • Regal Investment Advisors first reported a position in ProShares Short MidCap400 in Q2 2022 and held it in 4 quarters.
  • Regal Investment Advisors's ProShares Short MidCap400 position peaked at $1.67M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held ProShares Short MidCap400 as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.