Personal CFO Solutions
BFEB icon

Personal CFO Solutions’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

Personal CFO Solutions’s Portfolio BFEB Stock Details BFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-92,799
Closed -$2.22M – 157
2020
Q2 		$2.22M Buy
92,799
+1,824
+2% +$41.8K 0.66% 35
2020
Q1 		$1.9M Buy
+90,975
New +$2.08M 0.68% 33

Other funds holding BFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Investment Security Group
Investment Security Group Denver, Colorado $252M AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return
Sunbelt Securities
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Spotlight Asset Group
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Personal CFO Solutions's BFEB Position: Q3 2020 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF February (BFEB) in Q3 2020, closing a stake of 92,799 shares — an estimated $2.22M sold.

Personal CFO Solutions first reported a position in BFEB in Q1 2020 and held it in 2 quarters. The position peaked at $2.22M in Q2 2020. 20 funds tracked by Wall St. Rank hold BFEB as of Q3 2020.

  • Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF February position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 92,799 Innovator US Equity Buffer ETF February shares in Q3 2020, an estimated $2.22M.
  • Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF February in Q1 2020 and held it in 2 quarters.
  • Personal CFO Solutions's Innovator US Equity Buffer ETF February position peaked at $2.22M in Q2 2020.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF February as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.