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Regal Investment Advisors’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Regal Investment Advisors’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,572
Closed -$239K – 124
2020
Q2 		$239K Buy
+10,572
New +$233K 0.04% 277
2020
Q1 		– Sell
-19,257
Closed -$457K – 164
2019
Q4 		$457K Buy
+19,257
New +$451K 0.08% 205

Other funds holding IJUL

SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AIA
Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Regal Investment Advisors's IJUL Position: Q3 2020 in Review

Regal Investment Advisors sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q3 2020, closing a stake of 10,572 shares — an estimated $239K sold.

Regal Investment Advisors first reported a position in IJUL in Q4 2019 and held it in 2 quarters. The position peaked at $457K in Q4 2019. 22 funds tracked by Wall St. Rank hold IJUL as of Q3 2020.

  • Regal Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF July position as of Q3 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 10,572 Innovator International Developed Power Buffer ETF July shares in Q3 2020, an estimated $239K.
  • Regal Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2019 and held it in 2 quarters.
  • Regal Investment Advisors's Innovator International Developed Power Buffer ETF July position peaked at $457K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q3 2020.

Based on Regal Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.