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

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$30.43 - $31.67 $1.13 Million - $1.18 Million	37,210 Added 7.81%	513,351 $16.3 Million
Q1 2023 May 09, 2023	SELL	$29.62 - $31.13 $154,823 - $162,716	-5,227 Reduced 1.09%	476,141 $14.7 Million
Q4 2022 Feb 14, 2023	BUY	$28.33 - $30.68 $13.4 Million - $14.5 Million	474,134 Added 6554.24%	481,368 $14.3 Million
Q3 2022 Nov 01, 2022	BUY	$28.37 - $31.17 $7,319 - $8,041	258 Added 3.7%	7,234 $205,000
Q2 2022 Aug 05, 2022	BUY	$28.46 - $32.32 $198,536 - $225,464	6,976 New	6,976 $203,000
Q3 2020 Nov 02, 2020	SELL	$28.13 - $29.32 $1.75 Million - $1.82 Million	-62,151 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$24.19 - $28.58 $1.5 Million - $1.78 Million	62,151 New	62,151 $1.75 Million

Others Institutions Holding PJUN

# of Institutions

165

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.75M
Shares

$105 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.08M
Shares

$41 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

487K
Shares

$18.5 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

461K
Shares

$17.5 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

441K
Shares

$16.8 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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