Personal CFO Solutions’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,171	Closed	-$237K	–	567
2023 Q4	$237K	Buy	+5,171	New	+$227K	0.04%	441
2021 Q1	–	Sell	-88,787	Closed	-$3.21M	–	432
2020 Q4	$3.21M	Buy	+88,787	New	+$3.11M	0.79%	25

Other funds holding NOCT

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWA

Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

Personal CFO Solutions sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q1 2024, closing a stake of 5,171 shares — an estimated $237K sold.

Personal CFO Solutions first reported a position in NOCT in Q4 2020 and held it in 2 quarters. The position peaked at $3.21M in Q4 2020. 69 funds tracked by Wall St. Rank hold NOCT as of Q1 2024.

Personal CFO Solutions reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
Personal CFO Solutions sold 5,171 Innovator Growth-100 Power Buffer ETF October shares in Q1 2024, an estimated $237K.
Personal CFO Solutions first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2020 and held it in 2 quarters.
Personal CFO Solutions's Innovator Growth-100 Power Buffer ETF October position peaked at $3.21M in Q4 2020.
69 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q1 2024.

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