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Listed Fd Tr shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 52k 21.27

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Put Put Option (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Abbvie (ABBV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Procter & Gamble Company (PG)

View all positions for Regal Investment Advisors

Top funds holding Listed Fd Tr

Swan Wealth Advisors
CWM
Envestnet Asset Management
LPL Financial
Beacon Pointe Advisors
Goss Wealth Management
Retirement Guys Formula
Nelson, Van Denburg & Campbell Wealth Management
Atria Investments
International Assets Investment Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Kingsview Wealth Management
Stifel Financial
Regal Investment Advisors

View all funds holding Listed Fd Tr