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Personal CFO Solutions’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Personal CFO Solutions’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-278,971
Closed -$9.36M – 458
2023
Q2 		$9.36M Buy
278,971
+271,267
+3,521% +$8.77M 1.9% 9
2023
Q1 		$247K Sell
7,704
-1,796
-19% -$56.6K 0.05% 372
2022
Q4 		$290K Buy
+9,500
New +$290K 0.06% 304
2020
Q3 		– Sell
-19,509
Closed -$548K – 160
2020
Q2 		$548K Buy
+19,509
New +$525K 0.16% 120

Other funds holding BJUN

KV
Kickstand Ventures Pittsford, New York $550M AUM 22.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Personal CFO Solutions's BJUN Position: Q3 2023 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2023, closing a stake of 278,971 shares — an estimated $9.36M sold.

Personal CFO Solutions first reported a position in BJUN in Q2 2020 and held it in 4 quarters. The position peaked at $9.36M in Q2 2023. 72 funds tracked by Wall St. Rank hold BJUN as of Q3 2023.

  • Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 278,971 Innovator US Equity Buffer ETF June shares in Q3 2023, an estimated $9.36M.
  • Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF June in Q2 2020 and held it in 4 quarters.
  • Personal CFO Solutions's Innovator US Equity Buffer ETF June position peaked at $9.36M in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.