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Regal Investment Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Regal Investment Advisors’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,514
Closed -$245K – 321
2019
Q2 		$245K Buy
+9,514
New +$245K 0.05% 277

Other funds holding BJUL

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regal Investment Advisors's BJUL Position: Q3 2019 in Review

Regal Investment Advisors sold out of Innovator US Equity Buffer ETF July (BJUL) in Q3 2019, closing a stake of 9,514 shares — an estimated $245K sold.

Regal Investment Advisors first reported a position in BJUL in Q2 2019 and held it in 1 quarter. The position peaked at $245K in Q2 2019. 25 funds tracked by Wall St. Rank hold BJUL as of Q3 2019.

  • Regal Investment Advisors reported no remaining Innovator US Equity Buffer ETF July position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 9,514 Innovator US Equity Buffer ETF July shares in Q3 2019, an estimated $245K.
  • Regal Investment Advisors first reported a position in Innovator US Equity Buffer ETF July in Q2 2019 and held it in 1 quarter.
  • Regal Investment Advisors's Innovator US Equity Buffer ETF July position peaked at $245K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.