Personal CFO Solutions’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-499,198	Closed	-$20.2M	–	574
2024 Q3	$20.2M	Buy	+499,198	New	+$19.7M	2.82%	3
2023 Q4	–	Sell	-6,645	Closed	-$224K	–	540
2023 Q3	$224K	Buy	+6,645	New	+$228K	0.04%	405
2023 Q2	–	Sell	-39,228	Closed	-$1.24M	–	499
2023 Q1	$1.24M	Hold	39,228	–	–	0.26%	72
2022 Q4	$1.18M	Buy	39,228 +330	+0.8%	+$9.89K	0.25%	73
2022 Q3	$1.11M	Buy	38,898 +30,170	+346%	+$910K	0.28%	65
2022 Q2	$256K	Buy	+8,728	New	+$259K	0.06%	311
2021 Q4	–	Sell	-8,420	Closed	-$250K	–	504
2021 Q3	$250K	Sell	8,420 -768,866	-99%	-$23M	0.05%	361
2021 Q2	$23M	Buy	+777,286	New	+$22.9M	4.71%	2

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF July (PJUL) in Q4 2024, closing a stake of 499,198 shares — an estimated $20.2M sold.

Personal CFO Solutions first reported a position in PJUL in Q2 2021 and held it in 8 quarters. The position peaked at $23M in Q2 2021. 258 funds tracked by Wall St. Rank hold PJUL as of Q4 2024.

Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 499,198 Innovator US Equity Power Buffer ETF July shares in Q4 2024, an estimated $20.2M.
Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2021 and held it in 8 quarters.
Personal CFO Solutions's Innovator US Equity Power Buffer ETF July position peaked at $23M in Q2 2021.
258 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2024.

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