MPCL
My Personal CFO LLC’s Innovator US Equity Buffer ETF January BJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
46,463
-32
| -0.1% | -$1.61K | 1.06% | 28 |
|
|
2025
Q1 | $2.17M | Sell |
46,495
-10
| -0% | -$466 | 1.09% | 26 |
|
|
2024
Q4 | $2.23M | Sell |
46,505
-510
| -1% | -$24.5K | 1.14% | 25 |
|
|
2024
Q3 | $2.19M | Sell |
47,015
-375
| -0.8% | -$17.5K | 1.2% | 24 |
|
|
2024
Q2 | $2.14M | Hold |
47,390
| – | – | 1.14% | 21 |
|
|
2024
Q1 | $2.06M | Buy |
47,390
+10,050
| +27% | +$438K | 1.19% | 23 |
|
|
2023
Q4 | $1.53M | Buy |
37,340
+4,380
| +13% | +$179K | 0.99% | 26 |
|
|
2023
Q3 | $1.21M | Sell |
32,960
-200
| -0.6% | -$7.35K | 0.98% | 31 |
|
|
2023
Q2 | $1.25M | Hold |
33,160
| – | – | 0.98% | 31 |
|
|
2023
Q1 | $1.17M | Buy |
33,160
+28,653
| +636% | +$1.01M | 1% | 29 |
|
|
2022
Q4 | $410K | Sell |
4,507
-353
| -7% | -$32.1K | 0.38% | 45 |
|
|
2022
Q3 | $498K | Sell |
4,860
-11,090
| -70% | -$1.14M | 0.76% | 32 |
|
|
2022
Q2 | $513K | Hold |
15,950
| – | – | 0.66% | 30 |
|
|
2022
Q1 | $576K | Buy |
15,950
+9,300
| +140% | +$336K | 0.6% | 32 |
|
|
2021
Q4 | $248K | Buy |
+6,650
| New | +$248K | 0.22% | 55 |
|