PCS
Personal CFO Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,292
| Closed | -$589K | – | 577 |
|
|
2024
Q3 | $589K | Buy |
+15,292
| New | +$589K | 0.08% | 226 |
|
|
2021
Q4 | – | Sell |
-792,710
| Closed | -$23M | – | 506 |
|
|
2021
Q3 | $23M | Buy |
+792,710
| New | +$23M | 4.72% | 1 |
|
|
2021
Q1 | – | Sell |
-280,047
| Closed | -$7.82M | – | 443 |
|
|
2020
Q4 | $7.82M | Sell |
280,047
-592,050
| -68% | -$16.5M | 1.94% | 7 |
|
|
2020
Q3 | $23K | Buy |
+872,097
| New | +$23K | 7.67% | 1 |
|