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Regal Investment Advisors’s Invesco BulletShares 2028 High Yield Corporate Bond ETF BSJS Stock Holding History

Regal Investment Advisors’s Portfolio BSJS Stock Details BSJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,750
Closed -$298K – 537
2021
Q4 		$298K Buy
11,750
+2,550
+28% +$64.5K 0.03% 429
2021
Q3 		$235K Buy
+9,200
New +$235K 0.02% 473

Other funds holding BSJS

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
4FG
4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of Invesco BulletShares 2028 High Yield Corporate Bond ETF (BSJS) in Q1 2022, closing a stake of 11,750 shares — an estimated $298K sold.

Regal Investment Advisors first reported a position in BSJS in Q3 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 12 funds tracked by Wall St. Rank hold BSJS as of Q1 2022.

  • Regal Investment Advisors reported no remaining Invesco BulletShares 2028 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 11,750 Invesco BulletShares 2028 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $298K.
  • Regal Investment Advisors first reported a position in Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Regal Investment Advisors's Invesco BulletShares 2028 High Yield Corporate Bond ETF position peaked at $298K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2028 High Yield Corporate Bond ETF as of Q1 2022.

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