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

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$24.3 - $26.27 $965,730 - $1.04 Million	-39,742 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$24.83 - $25.24 $986,793 - $1 Million	39,742 New	39,742 $988,000

Others Institutions Holding BOCT

# of Institutions

94

Shares Held

3.53M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$25.2 Million
1.69% of portfolio
Commonwealth Equity Services, LLC

577K
Shares

$24.3 Million
0.04% of portfolio
Integral Investment Advisors, Inc.

241K
Shares

$10.2 Million
3.75% of portfolio
Penserra Capital Management LLC Orinda, CA

237K
Shares

$9.98 Million
0.12% of portfolio
High Tower Advisors, LLC Chicago, IL

155K
Shares

$6.55 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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