Personal CFO Solutions’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Personal CFO Solutions’s Portfolio EAPR Stock Details EAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-176,355	Closed	-$4.56M	–	571
2024 Q2	$4.56M	Buy	+176,355	New	+$4.49M	0.7%	24
2023 Q3	–	Sell	-155,614	Closed	-$3.83M	–	471
2023 Q2	$3.83M	Buy	155,614 +2,637	+2%	+$64.3K	0.78%	26
2023 Q1	$3.74M	Buy	152,977 +11,767	+8%	+$283K	0.77%	25
2022 Q4	$3.28M	Sell	141,210 -2,226	-2%	-$50.1K	0.69%	31
2022 Q3	$3.1M	Sell	143,436 -4,361	-3%	-$100K	0.78%	30
2022 Q2	$3.43M	Buy	+147,797	New	+$3.49M	0.8%	29

Other funds holding EAPR

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Personal CFO Solutions's EAPR Position: Q3 2024 in Review

Personal CFO Solutions sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q3 2024, closing a stake of 176,355 shares — an estimated $4.56M sold.

Personal CFO Solutions first reported a position in EAPR in Q2 2022 and held it in 6 quarters. The position peaked at $4.56M in Q2 2024. 46 funds tracked by Wall St. Rank hold EAPR as of Q3 2024.

Personal CFO Solutions reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Personal CFO Solutions sold 176,355 Innovator Emerging Markets Power Buffer ETF April shares in Q3 2024, an estimated $4.56M.
Personal CFO Solutions first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q2 2022 and held it in 6 quarters.
Personal CFO Solutions's Innovator Emerging Markets Power Buffer ETF April position peaked at $4.56M in Q2 2024.
46 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.