Personal CFO Solutions’s Innovator US Equity Buffer ETF December BDEC Stock Holding History

Personal CFO Solutions’s Portfolio BDEC Stock Details BDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,366	Closed	-$473K	–	546
2023 Q4	$473K	Buy	+12,366	New	+$448K	0.08%	237
2021 Q1	–	Sell	-178,657	Closed	-$5.45M	–	411
2020 Q4	$5.45M	Buy	+178,657	New	+$5.23M	1.35%	13
2020 Q3	–	Sell	-12,779	Closed	-$337K	–	156
2020 Q2	$337K	Buy	+12,779	New	+$323K	0.1%	191
2020 Q1	–	Sell	-234,976	Closed	-$6.32M	–	287
2019 Q4	$6.32M	Buy	+234,976	New	+$6.26M	1.81%	6

Other funds holding BDEC

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 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

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

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Personal CFO Solutions's BDEC Position: Q1 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF December (BDEC) in Q1 2024, closing a stake of 12,366 shares — an estimated $473K sold.

Personal CFO Solutions first reported a position in BDEC in Q4 2019 and held it in 4 quarters. The position peaked at $6.32M in Q4 2019. 89 funds tracked by Wall St. Rank hold BDEC as of Q1 2024.

Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 12,366 Innovator US Equity Buffer ETF December shares in Q1 2024, an estimated $473K.
Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF December in Q4 2019 and held it in 4 quarters.
Personal CFO Solutions's Innovator US Equity Buffer ETF December position peaked at $6.32M in Q4 2019.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF December as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.