Personal Cfo Solutions, LLC Innovator U.S. Equity Power Bu Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$37.89 - $40.48 $18.9 Million - $20.2 Million	499,198 New	499,198 $20.2 Million
Q3 2023 Nov 13, 2023	BUY	$33.63 - $34.86 $223,471 - $231,644	6,645 New	6,645 $223,000
Q4 2022 Feb 14, 2023	BUY	$28.61 - $30.97 $9,441 - $10,220	330 Added 0.85%	39,228 $1.18 Million
Q3 2022 Nov 01, 2022	BUY	$28.61 - $31.19 $863,163 - $941,002	30,170 Added 345.67%	38,898 $1.11 Million
Q2 2022 Aug 05, 2022	BUY	$28.77 - $30.8 $251,104 - $268,822	8,728 New	8,728 $256,000
Q4 2021 Feb 11, 2022	SELL	$29.61 - $30.83 $249,316 - $259,588	-8,420 Closed	0 $0
Q3 2021 Nov 18, 2021	SELL	$29.41 - $30.17 $22.6 Million - $23.2 Million	-768,866 Reduced 98.92%	8,420 $250,000
Q2 2021 Jul 22, 2021	BUY	$29.37 - $29.64 $22.8 Million - $23 Million	777,286 New	777,286 $23 Million

Others Institutions Holding PJUL

# of Institutions

257

Shares Held

17.3M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.45M
Shares

$150 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.18M
Shares

$51.4 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

693K
Shares

$30.2 Million
0.04% of portfolio
Janney Montgomery Scott LLC

575K
Shares

$25.1 Million
0.07% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

474K
Shares

$20.7 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.