Regal Investment Advisors’s ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 BDCZ Stock Holding History

Regal Investment Advisors’s Portfolio BDCZ Stock Details BDCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-33,103	Closed	-$537K	–	57
2020 Q4	$537K	Buy	+33,103	New	+$498K	0.06%	275
2020 Q3	–	Sell	-46,767	Closed	-$654K	–	35
2020 Q2	$654K	Buy	+46,767	New	+$607K	0.12%	160

Other funds holding BDCZ

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Regal Investment Advisors's BDCZ Position: Q1 2021 in Review

Regal Investment Advisors sold out of ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 (BDCZ) in Q1 2021, closing a stake of 33,103 shares — an estimated $537K sold.

Regal Investment Advisors first reported a position in BDCZ in Q2 2020 and held it in 2 quarters. The position peaked at $654K in Q2 2020. 13 funds tracked by Wall St. Rank hold BDCZ as of Q1 2021.

Regal Investment Advisors reported no remaining ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 33,103 ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 shares in Q1 2021, an estimated $537K.
Regal Investment Advisors first reported a position in ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 in Q2 2020 and held it in 2 quarters.
Regal Investment Advisors's ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 position peaked at $654K in Q2 2020.
13 funds tracked by Wall St. Rank held ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041 as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.