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Personal CFO Solutions’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

Personal CFO Solutions’s Portfolio BJUL Stock Details BJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-262,866
Closed -$11.5M – 470
2024
Q3 		$11.5M Buy
+262,866
New +$11.1M 1.6% 9
2022
Q3 		– Sell
-257,729
Closed -$7.77M – 422
2022
Q2 		$7.77M Buy
+257,729
New +$8.01M 1.82% 10
2021
Q3 		– Sell
-365,749
Closed -$11.5M – 455
2021
Q2 		$11.5M Buy
+365,749
New +$11.4M 2.35% 7

Other funds holding BJUL

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Personal CFO Solutions's BJUL Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF July (BJUL) in Q4 2024, closing a stake of 262,866 shares — an estimated $11.5M sold.

Personal CFO Solutions first reported a position in BJUL in Q2 2021 and held it in 3 quarters. The position peaked at $11.5M in Q2 2021. 111 funds tracked by Wall St. Rank hold BJUL as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 262,866 Innovator US Equity Buffer ETF July shares in Q4 2024, an estimated $11.5M.
  • Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF July in Q2 2021 and held it in 3 quarters.
  • Personal CFO Solutions's Innovator US Equity Buffer ETF July position peaked at $11.5M in Q2 2021.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.