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Regal Investment Advisors’s ProShares Short Financials SEF Stock Holding History

Regal Investment Advisors’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,265
Closed -$268K – 532
2023
Q2 		$268K Buy
+5,265
New +$278K 0.02% 416

Other funds holding SEF

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TRCT
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Regal Investment Advisors's SEF Position: Q3 2023 in Review

Regal Investment Advisors sold out of ProShares Short Financials (SEF) in Q3 2023, closing a stake of 5,265 shares — an estimated $268K sold.

Regal Investment Advisors first reported a position in SEF in Q2 2023 and held it in 1 quarter. The position peaked at $268K in Q2 2023. 12 funds tracked by Wall St. Rank hold SEF as of Q3 2023.

  • Regal Investment Advisors reported no remaining ProShares Short Financials position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 5,265 ProShares Short Financials shares in Q3 2023, an estimated $268K.
  • Regal Investment Advisors first reported a position in ProShares Short Financials in Q2 2023 and held it in 1 quarter.
  • Regal Investment Advisors's ProShares Short Financials position peaked at $268K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held ProShares Short Financials as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.