RIA
PJUL icon

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

Regal Investment Advisors’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,930
Closed -$239K – 204
2020
Q2 		$239K Buy
+8,930
New +$231K 0.04% 278
2019
Q3 		– Sell
-35,240
Closed -$909K – 331
2019
Q2 		$909K Buy
+35,240
New +$902K 0.18% 138

Other funds holding PJUL

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

Regal Investment Advisors sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2020, closing a stake of 8,930 shares — an estimated $239K sold.

Regal Investment Advisors first reported a position in PJUL in Q2 2019 and held it in 2 quarters. The position peaked at $909K in Q2 2019. 47 funds tracked by Wall St. Rank hold PJUL as of Q3 2020.

  • Regal Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 8,930 Innovator US Equity Power Buffer ETF July shares in Q3 2020, an estimated $239K.
  • Regal Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2019 and held it in 2 quarters.
  • Regal Investment Advisors's Innovator US Equity Power Buffer ETF July position peaked at $909K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2020.

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