Personal CFO Solutions’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,591	Closed	-$203K	–	462
2021 Q2	$203K	Sell	7,591 -264,533	-97%	-$7.04M	0.04%	406
2021 Q1	$7.09M	Buy	272,124 +55,962	+26%	+$1.45M	1.53%	12
2020 Q4	$5.52M	Buy	216,162 +82,512	+62%	+$2.03M	1.37%	11
2020 Q3	$3K	Sell	133,650 -983	-0.7%	-$23.5K	1%	26
2020 Q2	$3.14M	Buy	134,633 +1,969	+1%	+$44.5K	0.93%	23
2020 Q1	$2.82M	Buy	+132,664	New	+$3.1M	1.01%	21

Other funds holding IJAN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Personal CFO Solutions's IJAN Position: Q3 2021 in Review

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF January (IJAN) in Q3 2021, closing a stake of 7,591 shares — an estimated $203K sold.

Personal CFO Solutions first reported a position in IJAN in Q1 2020 and held it in 6 quarters. The position peaked at $7.09M in Q1 2021. 29 funds tracked by Wall St. Rank hold IJAN as of Q3 2021.

Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF January position as of Q3 2021 after selling out during the quarter.
Personal CFO Solutions sold 7,591 Innovator International Developed Power Buffer ETF January shares in Q3 2021, an estimated $203K.
Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF January in Q1 2020 and held it in 6 quarters.
Personal CFO Solutions's Innovator International Developed Power Buffer ETF January position peaked at $7.09M in Q1 2021.
29 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q3 2021.

Based on Personal CFO Solutions's 13F filing for Q3 2021, filed 18 Nov 2021.