PCS
Personal CFO Solutions’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-262,866
| Closed | -$11.5M | – | 470 |
|
|
2024
Q3 | $11.5M | Buy |
+262,866
| New | +$11.5M | 1.6% | 9 |
|
|
2022
Q3 | – | Sell |
-257,729
| Closed | -$7.77M | – | 422 |
|
|
2022
Q2 | $7.77M | Buy |
+257,729
| New | +$7.77M | 1.82% | 10 |
|
|
2021
Q3 | – | Sell |
-365,749
| Closed | -$11.5M | – | 455 |
|
|
2021
Q2 | $11.5M | Buy |
+365,749
| New | +$11.5M | 2.35% | 7 |
|