Regal Investment Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,520	Closed	-$268K	–	582
2024 Q2	$268K	Sell	5,520 -10,252	-65%	-$496K	0.02%	485
2024 Q1	$765K	Buy	+15,772	New	+$763K	0.05%	286
2021 Q1	–	Sell	-71,410	Closed	-$3.6M	–	417
2020 Q4	$3.6M	Buy	+71,410	New	+$3.6M	0.41%	64
2020 Q3	–	Sell	-42,795	Closed	-$2.15M	–	289
2020 Q2	$2.15M	Buy	+42,795	New	+$2.13M	0.39%	69

Other funds holding VNLA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Regal Investment Advisors's VNLA Position: Q3 2024 in Review

Regal Investment Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q3 2024, closing a stake of 5,520 shares — an estimated $268K sold.

Regal Investment Advisors first reported a position in VNLA in Q2 2020 and held it in 4 quarters. The position peaked at $3.6M in Q4 2020. 181 funds tracked by Wall St. Rank hold VNLA as of Q3 2024.

Regal Investment Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 5,520 Janus Henderson Short Duration Income ETF shares in Q3 2024, an estimated $268K.
Regal Investment Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q2 2020 and held it in 4 quarters.
Regal Investment Advisors's Janus Henderson Short Duration Income ETF position peaked at $3.6M in Q4 2020.
181 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.