PCS
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Personal CFO Solutions’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Personal CFO Solutions’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-39,742
Closed -$988K – 346
2019
Q3 		$988K Buy
+39,742
New +$994K 0.39% 61

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal CFO Solutions's BOCT Position: Q4 2019 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF October (BOCT) in Q4 2019, closing a stake of 39,742 shares — an estimated $988K sold.

Personal CFO Solutions first reported a position in BOCT in Q3 2019 and held it in 1 quarter. The position peaked at $988K in Q3 2019. 28 funds tracked by Wall St. Rank hold BOCT as of Q4 2019.

  • Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF October position as of Q4 2019 after selling out during the quarter.
  • Personal CFO Solutions sold 39,742 Innovator US Equity Buffer ETF October shares in Q4 2019, an estimated $988K.
  • Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF October in Q3 2019 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator US Equity Buffer ETF October position peaked at $988K in Q3 2019.
  • 28 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2019.

Based on Personal CFO Solutions's 13F filing for Q4 2019, filed 13 Feb 2020.