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Personal CFO Solutions’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Personal CFO Solutions’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-269,420
Closed -$11.2M – 563
2024
Q2 		$11.2M Buy
+269,420
New +$10.8M 1.72% 8

Other funds holding BAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal CFO Solutions's BAPR Position: Q3 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF April (BAPR) in Q3 2024, closing a stake of 269,420 shares — an estimated $11.2M sold.

Personal CFO Solutions first reported a position in BAPR in Q2 2024 and held it in 1 quarter. The position peaked at $11.2M in Q2 2024. 100 funds tracked by Wall St. Rank hold BAPR as of Q3 2024.

  • Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 269,420 Innovator US Equity Buffer ETF April shares in Q3 2024, an estimated $11.2M.
  • Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF April in Q2 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator US Equity Buffer ETF April position peaked at $11.2M in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.