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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
2026-03-31 $753k 31k 24.70
2024-06-30 $1.1M 52k 21.27

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Univrsl Usd (IUSB)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)

View all positions for Regal Investment Advisors

Top funds holding Listed Fd Tr

CWM
Taylor Securities Services
Swan Wealth Advisors
Blueprint Investment Partners
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Blueprint Financial Advisors
O'shaughnessy Asset Management
Legacy CG
Financial Designs Corp
Beacon Pointe Advisors
Nelson, Van Denburg & Campbell Wealth Management
Laurel Oak Wealth Management
Raymond James Financial

View all funds holding Listed Fd Tr