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My Personal CFO LLC’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

My Personal CFO LLC’s Portfolio PFEB Stock Details PFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$56.8K – 609
2022
Q4 		$56.8K Buy
+2
New +$56 0.05% 126

Other funds holding PFEB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

My Personal CFO LLC's PFEB Position: Q1 2023 in Review

My Personal CFO LLC sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2023, closing a stake of 2 shares — an estimated $56.8K sold.

My Personal CFO LLC first reported a position in PFEB in Q4 2022 and held it in 1 quarter. The position peaked at $56.8K in Q4 2022. 145 funds tracked by Wall St. Rank hold PFEB as of Q1 2023.

  • My Personal CFO LLC reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 2 Innovator US Equity Power Buffer ETF February shares in Q1 2023, an estimated $56.8K.
  • My Personal CFO LLC first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Innovator US Equity Power Buffer ETF February position peaked at $56.8K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.