Janney Montgomery Scott
HYSA icon

Janney Montgomery Scott’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Janney Montgomery Scott’s Portfolio HYSA Stock Details HYSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-42,234
Closed -$631K – 2754
2024
Q4 		$631K Buy
42,234
+8,014
+23% +$122K ﹤0.01% 1850
2024
Q3 		$525K Buy
+34,220
New +$516K ﹤0.01% 1936

Other funds holding HYSA

FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott's HYSA Position: Q1 2025 in Review

Janney Montgomery Scott sold out of BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q1 2025, closing a stake of 42,234 shares — an estimated $631K sold.

Janney Montgomery Scott first reported a position in HYSA in Q3 2024 and held it in 2 quarters. The position peaked at $631K in Q4 2024. 14 funds tracked by Wall St. Rank hold HYSA as of Q1 2025.

  • Janney Montgomery Scott reported no remaining BondBloxx USD High Yield Bond Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 42,234 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q1 2025, an estimated $631K.
  • Janney Montgomery Scott first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2024 and held it in 2 quarters.
  • Janney Montgomery Scott's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $631K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.