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Personal CFO Solutions’s Innovator International Developed Power Buffer ETF December IDEC Stock Holding History

Personal CFO Solutions’s Portfolio IDEC Stock Details IDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,558
Closed -$454K – 558
2023
Q4 		$454K Buy
+17,558
New +$447K 0.08% 251

Other funds holding IDEC

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Personal CFO Solutions's IDEC Position: Q1 2024 in Review

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF December (IDEC) in Q1 2024, closing a stake of 17,558 shares — an estimated $454K sold.

Personal CFO Solutions first reported a position in IDEC in Q4 2023 and held it in 1 quarter. The position peaked at $454K in Q4 2023. 16 funds tracked by Wall St. Rank hold IDEC as of Q1 2024.

  • Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 17,558 Innovator International Developed Power Buffer ETF December shares in Q1 2024, an estimated $454K.
  • Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator International Developed Power Buffer ETF December position peaked at $454K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF December as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.