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 New York $1.89T AUM 35.08% 1-Year Est. Return

SFM

Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FFC

Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Regal Investment Advisors's SH Position: Q2 2022 in Review

Regal Investment Advisors sold out of ProShares Short S&P500 (SH) in Q2 2022, closing a stake of 6,494 shares — an estimated $366K sold.

Regal Investment Advisors first reported a position in SH in Q2 2013 and held it in 11 quarters. The position peaked at $1.24M in Q3 2015. 233 funds tracked by Wall St. Rank hold SH as of Q2 2022.

Regal Investment Advisors reported no remaining ProShares Short S&P500 position as of Q2 2022 after selling out during the quarter.
Regal Investment Advisors sold 6,494 ProShares Short S&P500 shares in Q2 2022, an estimated $366K.
Regal Investment Advisors first reported a position in ProShares Short S&P500 in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's ProShares Short S&P500 position peaked at $1.24M in Q3 2015.
233 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.