Regal Investment Advisors’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-7,466	Closed	-$209K	–	341
2018 Q2	$209K	Buy	+7,466	New	+$211K	0.06%	239
2015 Q2	–	Sell	-719	Closed	-$19K	–	994
2015 Q1	$19K	Buy	+719	New	+$19.9K	﹤0.01%	575

Other funds holding PHDG

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return

Commonwealth Equity Services

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return