My Personal CFO LLC’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

My Personal CFO LLC’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
2024 Q3	–	Sell	-7,883	Closed	-$306K	–	99
2024 Q2	$306K	Sell	7,883 -344	-4%	-$13.2K	0.16%	84
2024 Q1	$312K	Sell	8,227 -588	-7%	-$21.8K	0.18%	78
2023 Q4	$319K	Sell	8,815 -978	-10%	-$33.9K	0.21%	75
2023 Q3	$330K	Buy	9,793 +1,664	+20%	+$57.2K	0.27%	62
2023 Q2	$278K	Buy	8,129 +1,663	+26%	+$53.9K	0.22%	66
2023 Q1	$205K	Buy	6,466 +4,977	+334%	+$154K	0.17%	75
2022 Q4	$82.8K	Buy	+1,489	New	+$44.6K	0.08%	102

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

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

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

My Personal CFO LLC sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q3 2024, closing a stake of 7,883 shares — an estimated $306K sold.

My Personal CFO LLC first reported a position in PJUL in Q4 2022 and held it in 7 quarters. The position peaked at $330K in Q3 2023. 241 funds tracked by Wall St. Rank hold PJUL as of Q3 2024.

My Personal CFO LLC reported no remaining Innovator US Equity Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
My Personal CFO LLC sold 7,883 Innovator US Equity Power Buffer ETF July shares in Q3 2024, an estimated $306K.
My Personal CFO LLC first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and held it in 7 quarters.
My Personal CFO LLC's Innovator US Equity Power Buffer ETF July position peaked at $330K in Q3 2023.
241 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2024.

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