My Personal CFO LLC’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

My Personal CFO LLC’s Portfolio PAPR Stock Details PAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,553	Closed	-$296K	–	98
2024 Q2	$296K	Sell	8,553 -378	-4%	-$12.7K	0.16%	86
2024 Q1	$300K	Sell	8,931 -672	-7%	-$22.3K	0.17%	80
2023 Q4	$314K	Sell	9,603 -1,043	-10%	-$32.8K	0.2%	76
2023 Q3	$326K	Buy	10,646 +1,828	+21%	+$56.7K	0.26%	63
2023 Q2	$272K	Buy	8,818 +1,809	+26%	+$54.1K	0.21%	69
2023 Q1	$206K	Buy	7,009 +5,364	+326%	+$155K	0.18%	74
2022 Q4	$84K	Buy	+1,645	New	+$45.6K	0.08%	100

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Personal CFO LLC's PAPR Position: Q3 2024 in Review

My Personal CFO LLC sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q3 2024, closing a stake of 8,553 shares — an estimated $296K sold.

My Personal CFO LLC first reported a position in PAPR in Q4 2022 and held it in 7 quarters. The position peaked at $326K in Q3 2023. 203 funds tracked by Wall St. Rank hold PAPR as of Q3 2024.

My Personal CFO LLC reported no remaining Innovator US Equity Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
My Personal CFO LLC sold 8,553 Innovator US Equity Power Buffer ETF April shares in Q3 2024, an estimated $296K.
My Personal CFO LLC first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2022 and held it in 7 quarters.
My Personal CFO LLC's Innovator US Equity Power Buffer ETF April position peaked at $326K in Q3 2023.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.