Regal Investment Advisors’s Invesco BulletShares 2027 High Yield Corporate Bond ETF BSJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,500	Closed	-$317K	–	536
2021 Q4	$317K	Buy	12,500 +1,025	+9%	+$26K	0.03%	417
2021 Q3	$293K	Buy	11,475 +2,725	+31%	+$69.8K	0.03%	429
2021 Q2	$225K	Buy	+8,750	New	+$223K	0.02%	489

Other funds holding BSJR

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BAM

Banta Asset Management Newport Beach, California $99.5M AUM

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $202M AUM 11.53% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

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

Regal Investment Advisors sold out of Invesco BulletShares 2027 High Yield Corporate Bond ETF (BSJR) in Q1 2022, closing a stake of 12,500 shares — an estimated $317K sold.

Regal Investment Advisors first reported a position in BSJR in Q2 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 22 funds tracked by Wall St. Rank hold BSJR as of Q1 2022.

Regal Investment Advisors reported no remaining Invesco BulletShares 2027 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 12,500 Invesco BulletShares 2027 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $317K.
Regal Investment Advisors first reported a position in Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q2 2021 and held it in 3 quarters.
Regal Investment Advisors's Invesco BulletShares 2027 High Yield Corporate Bond ETF position peaked at $317K in Q4 2021.
22 funds tracked by Wall St. Rank held Invesco BulletShares 2027 High Yield Corporate Bond ETF as of Q1 2022.

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