Regal Investment Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,950	Closed	-$343K	–	534
2021 Q4	$343K	Buy	13,950 +900	+7%	+$22K	0.03%	398
2021 Q3	$321K	Buy	13,050 +900	+7%	+$22.2K	0.03%	403
2021 Q2	$300K	Buy	+12,150	New	+$299K	0.03%	423
2021 Q1	–	Sell	-9,390	Closed	-$230K	–	70
2020 Q4	$230K	Buy	+9,390	New	+$226K	0.03%	419

Other funds holding BSJP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Regal Investment Advisors's BSJP Position: Q1 2022 in Review

Regal Investment Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2022, closing a stake of 13,950 shares — an estimated $343K sold.

Regal Investment Advisors first reported a position in BSJP in Q4 2020 and held it in 4 quarters. The position peaked at $343K in Q4 2021. 93 funds tracked by Wall St. Rank hold BSJP as of Q1 2022.

Regal Investment Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 13,950 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $343K.
Regal Investment Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Regal Investment Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $343K in Q4 2021.
93 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.