PCS
Personal CFO Solutions’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-303,415
| Closed | -$10.7M | – | 579 |
|
|
2024
Q1 | $10.7M | Buy |
+303,415
| New | +$10.7M | 1.67% | 9 |
|
|
2021
Q1 | – | Sell |
-151,292
| Closed | -$4.39M | – | 426 |
|
|
2020
Q4 | $4.39M | Buy |
151,292
+27,445
| +22% | +$796K | 1.09% | 19 |
|
|
2020
Q3 | $3K | Sell |
123,847
-985
| -0.8% | -$24 | 1% | 27 |
|
|
2020
Q2 | $3.12M | Buy |
124,832
+2,361
| +2% | +$58.9K | 0.92% | 24 |
|
|
2020
Q1 | $2.65M | Buy |
+122,471
| New | +$2.65M | 0.95% | 23 |
|