Personal CFO Solutions
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Personal CFO Solutions’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Personal CFO Solutions’s Portfolio IMAR Stock Details IMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-441,948
Closed -$11.4M – 604
2024
Q1 		$11.4M Buy
+441,948
New +$11.3M 1.78% 7

Other funds holding IMAR

Kovitz Investment Group Partners
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JT Stratford LLC
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BCS Wealth Management
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Personal CFO Solutions's IMAR Position: Q2 2024 in Review

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF March (IMAR) in Q2 2024, closing a stake of 441,948 shares — an estimated $11.4M sold.

Personal CFO Solutions first reported a position in IMAR in Q1 2024 and held it in 1 quarter. The position peaked at $11.4M in Q1 2024. 21 funds tracked by Wall St. Rank hold IMAR as of Q2 2024.

  • Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 441,948 Innovator International Developed Power Buffer ETF March shares in Q2 2024, an estimated $11.4M.
  • Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator International Developed Power Buffer ETF March position peaked at $11.4M in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.