Regal Investment Advisors’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-31,500	Closed	-$882K	–	203
2020 Q2	$882K	Buy	+31,500	New	+$852K	0.16%	130
2020 Q1	–	Sell	-43,880	Closed	-$1.25M	–	231
2019 Q4	$1.25M	Buy	+43,880	New	+$1.23M	0.22%	123

Other funds holding PJAN

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

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

Regal Investment Advisors sold out of Innovator US Equity Power Buffer ETF January (PJAN) in Q3 2020, closing a stake of 31,500 shares — an estimated $882K sold.

Regal Investment Advisors first reported a position in PJAN in Q4 2019 and held it in 2 quarters. The position peaked at $1.25M in Q4 2019. 58 funds tracked by Wall St. Rank hold PJAN as of Q3 2020.

Regal Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF January position as of Q3 2020 after selling out during the quarter.
Regal Investment Advisors sold 31,500 Innovator US Equity Power Buffer ETF January shares in Q3 2020, an estimated $882K.
Regal Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2019 and held it in 2 quarters.
Regal Investment Advisors's Innovator US Equity Power Buffer ETF January position peaked at $1.25M in Q4 2019.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q3 2020.

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