Personal Cfo Solutions, LLC Innovator U.S. Equity Buffer E Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$31.3 - $36.38 $7.66 Million - $8.91 Million	-244,781 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$34.0 - $37.45 $2.8 Million - $3.09 Million	-82,494 Reduced 25.21%	244,781 $8.84 Million
Q4 2021 Feb 11, 2022	BUY	$36.04 - $37.33 $11.8 Million - $12.2 Million	327,275 New	327,275 $12.2 Million
Q2 2021 Jul 22, 2021	SELL	$34.43 - $35.86 $9.62 Million - $10 Million	-279,349 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$32.37 - $34.15 $9.04 Million - $9.54 Million	279,349 New	279,349 $9.54 Million
Q3 2020 Nov 02, 2020	SELL	$28.58 - $30.9 $1.13 Million - $1.22 Million	-39,530 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$23.87 - $29.26 $460,094 - $563,986	19,275 Added 95.16%	39,530 $1.12 Million
Q1 2020 Apr 30, 2020	BUY	$22.04 - $30.14 $446,420 - $610,485	20,255 New	20,255 $500,000

Others Institutions Holding BJAN

# of Institutions

114

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

469K
Shares

$22.2 Million
0.03% of portfolio
Crown Wealth Group, LLC

339K
Shares

$16 Million
7.47% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.2 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

235K
Shares

$11.1 Million
3.02% of portfolio
U.S. Capital Wealth Advisors, LLC Austin, TX

155K
Shares

$7.34 Million
0.27% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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