Personal CFO Solutions’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,932	Closed	-$351K	–	560
2023 Q4	$351K	Hold	12,932	–	–	0.06%	329
2023 Q3	$329K	Buy	+12,932	New	+$337K	0.07%	298
2023 Q1	–	Sell	-384,868	Closed	-$9.18M	–	490
2022 Q4	$9.18M	Sell	384,868 -4,890	-1%	-$112K	1.94%	6
2022 Q3	$8.29M	Sell	389,758 -5,812	-1%	-$132K	2.08%	7
2022 Q2	$8.99M	Buy	395,570 +5,630	+1%	+$132K	2.11%	7
2022 Q1	$9.31M	Buy	389,940 +10,758	+3%	+$258K	1.84%	8
2021 Q4	$9.3M	Buy	379,182 +13,899	+4%	+$340K	1.74%	10
2021 Q3	$8.85M	Buy	365,283 +7,522	+2%	+$184K	1.81%	9
2021 Q2	$8.72M	Buy	+357,761	New	+$8.72M	1.79%	9

Other funds holding IJUL

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

BFG

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

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

GSIS

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q1 2024, closing a stake of 12,932 shares — an estimated $351K sold.

Personal CFO Solutions first reported a position in IJUL in Q2 2021 and held it in 9 quarters. The position peaked at $9.31M in Q1 2022. 79 funds tracked by Wall St. Rank hold IJUL as of Q1 2024.

Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF July position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 12,932 Innovator International Developed Power Buffer ETF July shares in Q1 2024, an estimated $351K.
Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF July in Q2 2021 and held it in 9 quarters.
Personal CFO Solutions's Innovator International Developed Power Buffer ETF July position peaked at $9.31M in Q1 2022.
79 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2024.

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