PCS
KSEP

Personal CFO Solutions’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

Personal CFO Solutions’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,326
Closed -$289K – 626
2024
Q3 		$289K Buy
+11,326
New +$285K 0.04% 433

Other funds holding KSEP

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Personal CFO Solutions sold out of Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q4 2024, closing a stake of 11,326 shares — an estimated $289K sold.

Personal CFO Solutions first reported a position in KSEP in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 25 funds tracked by Wall St. Rank hold KSEP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator U.S. Small Cap Power Buffer ETF - September position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,326 Innovator U.S. Small Cap Power Buffer ETF - September shares in Q4 2024, an estimated $289K.
  • Personal CFO Solutions first reported a position in Innovator U.S. Small Cap Power Buffer ETF - September in Q3 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Innovator U.S. Small Cap Power Buffer ETF - September position peaked at $289K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q4 2024.

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