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Regal Investment Advisors LLC Historic Quarter Change: USA ETF, Sold Out

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Regal Investment Advisors LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Regal Investment Advisors LLC opened 931 positions, added to 2,387, reduced 1,891 and sold out of 993.

  • Q2 2026: Stock PWB; Country of operation —; Class LARGE CAP GROWTH; Shares before 86,807.
  • Q2 2026: Stock BUFR; Country of operation —; Class FT VEST LADDERED; Shares before 315,475.
  • Q2 2026: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 247,412.
  • Q2 2026: Stock THRO; Country of operation —; Class ISHARES US THEMA; Shares before 212,391.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1559789), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-27); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-08); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-12); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-23); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-11); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2015-02-17); Q1 2014 (2013-12-31 to 2014-03-31, filed 2015-02-17); Q4 2013 (2013-09-30 to 2013-12-31, filed 2015-02-17); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PWB
INVESCO EXCHANGE TRADED FD T		LARGE CAP GROWTH86,8070-86,807$10,931,580$0-$10,931,5802026-08-14
Q2 2026BUFR
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED315,4750-315,475$10,653,576$0-$10,653,5762026-08-14
Q2 2026BAI
BLACKROCK ETF TRUST		ISHARES A I INNO247,4120-247,412$8,152,218$0-$8,152,2182026-08-14
Q2 2026THRO
BLACKROCK ETF TRUST		ISHARES US THEMA212,3910-212,391$7,692,798$0-$7,692,7982026-08-14
Q2 2026XLK
SELECT SECTOR SPDR TR		STATE STREET TEC57,4110-57,411$7,629,866$0-$7,629,8662026-08-14
Q2 2026SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD99,0380-99,038$7,580,386$0-$7,580,3862026-08-14
Q2 2026XLU
SELECT SECTOR SPDR TR		STATE STREET UTI155,7830-155,783$7,148,898$0-$7,148,8982026-08-14
Q2 2026BINC
BLACKROCK ETF TRUST II		ISHARES FLEXIBLE112,4800-112,480$5,841,087$0-$5,841,0872026-08-14
Q2 2026XLE
SELECT SECTOR SPDR TR		STATE STREET ENE94,5570-94,557$5,792,574$0-$5,792,5742026-08-14
Q2 2026XLF
SELECT SECTOR SPDR TR		STATE STREET FIN116,9410-116,941$5,773,379$0-$5,773,3792026-08-14
Q2 2026BLCR
BLACKROCK ETF TRUST		ISHARES LARGE CA135,8950-135,895$5,579,834$0-$5,579,8342026-08-14
Q2 2026IAGG
ISHARES TR		CORE INTL AGGR97,9090-97,909$4,899,394$0-$4,899,3942026-08-14
Q2 2026FLTR
VANECK ETF TRUST		IG FLOATING RATE191,4930-191,493$4,879,262$0-$4,879,2622026-08-14
Q2 2026JNK
SPDR SERIES TRUST		STATE STREET SPD42,5820-42,582$4,075,924$0-$4,075,9242026-08-14
Q2 2026BDVL
BLACKROCK ETF TRUST		DISCIPLINED VOLA160,0110-160,011$3,944,279$0-$3,944,2792026-08-14
Q2 2026GNR
SPDR INDEX SHS FDS		STATE STREET SPD45,4940-45,494$3,397,026$0-$3,397,0262026-08-14
Q2 2026XLP
SELECT SECTOR SPDR TR		STATE STREET CON37,4910-37,491$3,073,530$0-$3,073,5302026-08-14
Q2 2026XLI
SELECT SECTOR SPDR TR		STATE STREET IND18,3190-18,319$2,962,778$0-$2,962,7782026-08-14
Q2 2026XLV
SELECT SECTOR SPDR TR		STATE STREET HEA20,2060-20,206$2,962,330$0-$2,962,3302026-08-14
Q2 2026BIL
SPDR SERIES TRUST		STATE STREET SPD30,7520-30,752$2,818,156$0-$2,818,1562026-08-14
Q2 2026XLC
SELECT SECTOR SPDR TR		STATE STREET COM24,1160-24,116$2,673,453$0-$2,673,4532026-08-14
Q2 2026USMV
ISHARES TR		MSCI USA MIN VOL27,1740-27,174$2,520,159$0-$2,520,1592026-08-14
Q2 2026RLY
SSGA ACTIVE ETF TR		STATE STREET MUL68,0120-68,012$2,458,619$0-$2,458,6192026-08-14
Q2 2026SHM
SPDR SERIES TRUST		STATE STREET SPD46,3070-46,307$2,214,864$0-$2,214,8642026-08-14
Q2 2026SPYD
SPDR SERIES TRUST		STATE STREET SPD48,3610-48,361$2,201,380$0-$2,201,3802026-08-14
Q2 2026GPIQ
GOLDMAN SACHS ETF TR		NASDAQ-100 PREMI40,7580-40,758$2,017,136$0-$2,017,1362026-08-14
Q2 2026XLY
SELECT SECTOR SPDR TR		STATE STREET CON18,0050-18,005$1,962,212$0-$1,962,2122026-08-14
Q2 2026SPYG
SPDR SERIES TRUST		STATE STREET SPD18,7700-18,770$1,837,771$0-$1,837,7712026-08-14
Q2 2026EWX
SPDR INDEX SHS FDS		STATE STREET SPD26,2030-26,203$1,732,530$0-$1,732,5302026-08-14
Q2 2026HYMB
SPDR SERIES TRUST		STATE STREET SPD65,9660-65,966$1,635,957$0-$1,635,9572026-08-14
Q2 2026DEFR
ETF SER SOLUTIONS		APTUS DEFERRED I59,7450-59,745$1,589,140$0-$1,589,1402026-08-14
Q2 2026LCTU
BLACKROCK ETF TRUST		ISHARES US CARBO21,9750-21,975$1,541,268$0-$1,541,2682026-08-14
Q2 2026SPSM
SPDR SERIES TRUST		STATE STREET SPD26,6700-26,670$1,288,675$0-$1,288,6752026-08-14
Q2 2026DSI
ISHARES TR		ESG MSCI KLD 4009,1640-9,164$1,110,528$0-$1,110,5282026-08-14
Q2 2026IGE
ISHARES TR		NORTH AMERN NAT16,6350-16,635$1,047,007$0-$1,047,0072026-08-14
Q2 2026FMDE
FIDELITY COVINGTON TRUST		ENHANCED MID27,9250-27,925$1,004,176$0-$1,004,1762026-08-14
Q2 2026XTL
SPDR SERIES TRUST		STATE STREET SPD5,2980-5,298$996,342$0-$996,3422026-08-14
Q2 2026SPHY
SPDR SERIES TRUST		STATE STREET SPD34,1070-34,107$795,368$0-$795,3682026-08-14
Q2 2026XLB
SELECT SECTOR SPDR TR		STATE STREET MAT15,7180-15,718$785,405$0-$785,4052026-08-14
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREATION UNI19,3680-19,368$778,404$0-$778,4042026-08-14
Q2 2026SCHQ
SCHWAB STRATEGIC TR		LONG TERM US21,4000-21,400$672,602$0-$672,6022026-08-14
Q2 2026RING
ISHARES INC		MSCI GBL GOLD MN8,3090-8,309$656,245$0-$656,2452026-08-14
Q2 2026CVSB
MORGAN STANLEY ETF TRUST		CALVERT ULT SHR12,2580-12,258$620,317$0-$620,3172026-08-14
Q2 2026SGOV
ISHARES TR		0-3 MNTH TREASRY5,6120-5,612$564,904$0-$564,9042026-08-14
Q2 2026ISPY
PROSHARES TR		S&P 500 HIGH INC12,1420-12,142$526,356$0-$526,3562026-08-14
Q2 2026SPYV
SPDR SERIES TRUST		STATE STREET SPD9,2310-9,231$522,290$0-$522,2902026-08-14
Q2 2026AOA
ISHARES TR		CORE 80/20 AGGRE5,8860-5,886$520,843$0-$520,8432026-08-14
Q2 2026SPDW
SPDR INDEX SHS FDS		STATE STREET SPD11,0160-11,016$502,877$0-$502,8772026-08-14
Q2 2026MAGS
LISTED FDS TR		ROUNDHILL MAGNIF8,5240-8,524$493,883$0-$493,8832026-08-14
Q2 2026CGGO
CAPITAL GROUP GBL GROWTH EQT		SHS CREATION UNI14,5830-14,583$486,635$0-$486,6352026-08-14
Q2 2026SPIB
SPDR SERIES TRUST		STATE STREET SPD13,5650-13,565$454,971$0-$454,9712026-08-14
Q2 2026NLR
VANECK ETF TRUST		URANIUM AND NUCL3,2800-3,280$436,910$0-$436,9102026-08-14
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 210,6000-10,600$411,916$0-$411,9162026-08-14
Q2 2026SDY
SPDR SERIES TRUST		STATE STREET SPD2,4740-2,474$361,024$0-$361,0242026-08-14
Q2 2026FESM
FIDELITY COVINGTON TRUST		ENHANCED SMALL9,4500-9,450$359,100$0-$359,1002026-08-14
Q2 2026AOR
ISHARES TR		CORE 60/40 BALAN5,3820-5,382$346,332$0-$346,3322026-08-14
Q2 2026GSST
GOLDMAN SACHS ETF TR		ULTRA SHORT BOND6,8210-6,821$344,810$0-$344,8102026-08-14
Q2 2026CGDV
CAPITAL GROUP DIVIDEND VALUE		SHS CREATION UNI7,6840-7,684$326,878$0-$326,8782026-08-14
Q2 2026WTV
WISDOMTREE TR		WISDOMTREE US VA3,2810-3,281$310,819$0-$310,8192026-08-14
Q2 2026ITA
ISHARES TR		US AER DEF ETF1,3840-1,384$302,777$0-$302,7772026-08-14
Q2 2026BUFD
FIRST TR EXCHNG TRADED FD VI		FT VEST LADDERED10,5490-10,549$295,372$0-$295,3722026-08-14
Q2 2026EVIM
MORGAN STANLEY ETF TRUST		EATON VANCE INTE5,3600-5,360$281,642$0-$281,6422026-08-14
Q2 2026IGF
ISHARES TR		GLB INFRASTR ETF4,1230-4,123$276,220$0-$276,2202026-08-14
Q2 2026IEI
ISHARES TR		3 7 YR TREAS BD2,3220-2,322$275,343$0-$275,3432026-08-14
Q2 2026FFLC
FIDELITY COVINGTON TRUST		FUNDAMENTAL LARG5,3190-5,319$272,804$0-$272,8042026-08-14
Q2 2026FNDE
SCHWAB STRATEGIC TR		FUNDAMENTAL EMER7,0010-7,001$267,859$0-$267,8592026-08-14
Q2 2026FNDA
SCHWAB STRATEGIC TR		FUNDAMENTAL US S8,2160-8,216$266,435$0-$266,4352026-08-14
Q2 2026SIVR
ABRDN SILVER ETF TRUST		United StatesPHYSCL SILVR SHS3,6790-3,679$263,454$0-$263,4542026-08-14
Q2 2026TSLY
TIDAL TRUST II		YIELDMAX TSLA OP8,7690-8,769$262,983$0-$262,9832026-08-14
Q2 2026ICVT
ISHARES TR		CONV BD ETF2,5230-2,523$256,855$0-$256,8552026-08-14
Q2 2026XBI
SPDR SERIES TRUST		STATE STREET SPD1,8680-1,868$238,541$0-$238,5412026-08-14
Q2 2026IEV
ISHARES TR		EUROPE ETF3,4150-3,415$232,016$0-$232,0162026-08-14
Q2 2026LCTD
BLACKROCK ETF TRUST		ISHARES WORLD EX4,1610-4,161$230,043$0-$230,0432026-08-14
Q2 2026SCHA
SCHWAB STRATEGIC TR		US SML CAP ETF7,8970-7,897$229,644$0-$229,6442026-08-14
Q2 2026DFEB
FIRST TR EXCHNG TRADED FD VI		FT VEST US4,8250-4,825$228,561$0-$228,5612026-08-14
Q2 2026PPLT
ABRDN PLATINUM ETF TRUST		United StatesPHYSCL PLATM SHS1,2810-1,281$228,313$0-$228,3132026-08-14
Q2 2026IBTG
ISHARES TR		IBONDS 26 TRM TS9,7300-9,730$222,970$0-$222,9702026-08-14
Q2 2026IVOV
VANGUARD ADMIRAL FDS INC		MIDCP 400 VAL2,1780-2,178$222,048$0-$222,0482026-08-14
Q2 2026VIGI
VANGUARD WHITEHALL FDS		INTL DVD ETF2,4970-2,497$220,885$0-$220,8852026-08-14
Q2 2026IAK
ISHARES TR		U.S. INSRNCE ETF1,6230-1,623$208,259$0-$208,2592026-08-14
Q2 2026OUSM
ALPS ETF TR		OSHARES US SMLCP4,6480-4,648$203,285$0-$203,2852026-08-14
Q2 2026VFH
VANGUARD WORLD FD		FINANCIALS ETF1,6720-1,672$202,045$0-$202,0452026-08-14

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