Personal CFO Solutions’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-513,351	Closed	-$16.3M	–	490
2023 Q2	$16.3M	Buy	513,351 +37,210	+8%	+$1.15M	3.3%	2
2023 Q1	$14.7M	Sell	476,141 -5,227	-1%	-$159K	3.03%	3
2022 Q4	$14.3M	Buy	481,368 +474,134	+6,554%	+$14.1M	3.03%	3
2022 Q3	$205K	Buy	7,234 +258	+4%	+$7.73K	0.05%	364
2022 Q2	$203K	Buy	+6,976	New	+$214K	0.05%	396
2020 Q3	–	Sell	-62,151	Closed	-$1.75M	–	284
2020 Q2	$1.75M	Buy	+62,151	New	+$1.67M	0.52%	44

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

VFPI

Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Personal CFO Solutions's PJUN Position: Q3 2023 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2023, closing a stake of 513,351 shares — an estimated $16.3M sold.

Personal CFO Solutions first reported a position in PJUN in Q2 2020 and held it in 6 quarters. The position peaked at $16.3M in Q2 2023. 146 funds tracked by Wall St. Rank hold PJUN as of Q3 2023.

Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF June position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 513,351 Innovator US Equity Power Buffer ETF June shares in Q3 2023, an estimated $16.3M.
Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2020 and held it in 6 quarters.
Personal CFO Solutions's Innovator US Equity Power Buffer ETF June position peaked at $16.3M in Q2 2023.
146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.