PCS
ISEP icon

Personal CFO Solutions’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Personal CFO Solutions’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,555
Closed -$306K – 538
2024
Q3 		$306K Buy
+10,555
New +$295K 0.04% 417

Other funds holding ISEP

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Personal CFO Solutions's ISEP Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF September (ISEP) in Q4 2024, closing a stake of 10,555 shares — an estimated $306K sold.

Personal CFO Solutions first reported a position in ISEP in Q3 2024 and held it in 1 quarter. The position peaked at $306K in Q3 2024. 43 funds tracked by Wall St. Rank hold ISEP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 10,555 Innovator International Developed Power Buffer ETF September shares in Q4 2024, an estimated $306K.
  • Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator International Developed Power Buffer ETF September position peaked at $306K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.