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Regal Investment Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Regal Investment Advisors’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,708
Closed -$215K – 321
2020
Q4 		$215K Buy
+7,708
New +$209K 0.02% 433

Other funds holding PSEP

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Regal Investment Advisors's PSEP Position: Q1 2021 in Review

Regal Investment Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2021, closing a stake of 7,708 shares — an estimated $215K sold.

Regal Investment Advisors first reported a position in PSEP in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 72 funds tracked by Wall St. Rank hold PSEP as of Q1 2021.

  • Regal Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 7,708 Innovator US Equity Power Buffer ETF September shares in Q1 2021, an estimated $215K.
  • Regal Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 1 quarter.
  • Regal Investment Advisors's Innovator US Equity Power Buffer ETF September position peaked at $215K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.