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Regal Investment Advisors’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

Regal Investment Advisors’s Portfolio NJAN Stock Details NJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,470
Closed -$229K – 515
2022
Q2 		$229K Sell
6,470
-1,085
-14% -$40.6K 0.02% 434
2022
Q1 		$307K Buy
7,555
+1,400
+23% +$56.2K 0.03% 401
2021
Q4 		$262K Sell
6,155
-365
-6% -$15.3K 0.02% 461
2021
Q3 		$268K Hold
6,520
– – 0.03% 445
2021
Q2 		$265K Buy
+6,520
New +$259K 0.03% 445

Other funds holding NJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Regal Investment Advisors's NJAN Position: Q3 2022 in Review

Regal Investment Advisors sold out of Innovator Growth-100 Power Buffer ETF January (NJAN) in Q3 2022, closing a stake of 6,470 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in NJAN in Q2 2021 and held it in 5 quarters. The position peaked at $307K in Q1 2022. 47 funds tracked by Wall St. Rank hold NJAN as of Q3 2022.

  • Regal Investment Advisors reported no remaining Innovator Growth-100 Power Buffer ETF January position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 6,470 Innovator Growth-100 Power Buffer ETF January shares in Q3 2022, an estimated $229K.
  • Regal Investment Advisors first reported a position in Innovator Growth-100 Power Buffer ETF January in Q2 2021 and held it in 5 quarters.
  • Regal Investment Advisors's Innovator Growth-100 Power Buffer ETF January position peaked at $307K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.