RIA
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Regal Investment Advisors’s ProShares Short S&P500 SH Stock Holding History

Regal Investment Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,494
Closed -$366K – 551
2022
Q1 		$366K Buy
+6,494
New +$375K 0.03% 363
2015
Q4 		– Sell
-6,892
Closed -$1.24M – 774
2015
Q3 		$1.24M Buy
6,892
+6,836
+12,207% +$1.18M 0.32% 94
2015
Q2 		$9K Hold
56
– – ﹤0.01% 675
2015
Q1 		$10K Hold
56
– – ﹤0.01% 693
2014
Q4 		$10K Hold
56
– – ﹤0.01% 639
2014
Q3 		$10K Sell
56
-138
-71% -$25.5K ﹤0.01% 695
2014
Q2 		$36K Sell
194
-1,563
-89% -$303K 0.01% 441
2014
Q1 		$347K Buy
1,757
+1,685
+2,340% +$341K 0.15% 149
2013
Q4 		$15K Hold
72
– – 0.01% 518
2013
Q3 		$16K Hold
72
– – 0.01% 515
2013
Q2 		$17K Buy
+72
New +$17.1K 0.01% 492

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return