Personal Cfo Solutions, Llc Buys Innovator U.S. Equity Power Buffer ETF - September, iShares Russell 2000 ETF, Innovator U.S. Equity Buffer ETF - September, Sells ProShares Ultra Russell2000, CNA Financial Corp, The Energy Select Sector SPDR Fund

Investment company Personal Cfo Solutions, Llc (Current Portfolio) buys Innovator U.S. Equity Power Buffer ETF - September, iShares Russell 2000 ETF, Innovator U.S. Equity Buffer ETF - September, Innovator International Developed Power Buffer ETF, Fidelity MSCI Industrials Index ETF, sells ProShares Ultra Russell2000, CNA Financial Corp, The Energy Select Sector SPDR Fund, Alibaba Group Holding, Hess Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Personal Cfo Solutions, Llc. As of 2021Q3, Personal Cfo Solutions, Llc owns 453 stocks with a total value of $474 million. These are the details of the buys and sells.

For the details of PERSONAL CFO SOLUTIONS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/personal+cfo+solutions%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of PERSONAL CFO SOLUTIONS, LLC
  1. Innovator U.S. Equity Power Buffer ETF - September (PSEP) - 792,710 shares, 4.86% of the total portfolio. New Position
  2. iShares Russell 2000 ETF (IWM) - 103,298 shares, 4.76% of the total portfolio. Shares added by 3833.66%
  3. Boeing Co (BA) - 73,386 shares, 3.40% of the total portfolio. Shares added by 16.70%
  4. Chubb Ltd (CB) - 90,619 shares, 3.32% of the total portfolio. Shares reduced by 2.59%
  5. ITT Inc (ITT) - 146,065 shares, 2.64% of the total portfolio.
New Purchase: Innovator U.S. Equity Power Buffer ETF - September (PSEP)

Personal Cfo Solutions, Llc initiated holding in Innovator U.S. Equity Power Buffer ETF - September. The purchase prices were between $29.05 and $29.74, with an estimated average price of $29.53. The stock is now traded at around $30.190000. The impact to a portfolio due to this purchase was 4.86%. The holding were 792,710 shares as of 2021-09-30.

New Purchase: Innovator U.S. Equity Buffer ETF - September (BSEP)

Personal Cfo Solutions, Llc initiated holding in Innovator U.S. Equity Buffer ETF - September. The purchase prices were between $31.24 and $32.32, with an estimated average price of $31.98. The stock is now traded at around $33.000000. The impact to a portfolio due to this purchase was 2.43%. The holding were 369,469 shares as of 2021-09-30.

New Purchase: Innovator International Developed Power Buffer ETF (IJUL)

Personal Cfo Solutions, Llc initiated holding in Innovator International Developed Power Buffer ETF. The purchase prices were between $24.08 and $24.73, with an estimated average price of $24.48. The stock is now traded at around $24.605000. The impact to a portfolio due to this purchase was 1.87%. The holding were 365,283 shares as of 2021-09-30.

New Purchase: Fidelity MSCI Industrials Index ETF (FIDU)

Personal Cfo Solutions, Llc initiated holding in Fidelity MSCI Industrials Index ETF. The purchase prices were between $51.89 and $55.43, with an estimated average price of $54.05. The stock is now traded at around $57.010000. The impact to a portfolio due to this purchase was 1.37%. The holding were 124,890 shares as of 2021-09-30.

New Purchase: Fidelity MSCI Materials Index ETF (FMAT)

Personal Cfo Solutions, Llc initiated holding in Fidelity MSCI Materials Index ETF. The purchase prices were between $44.05 and $48.1, with an estimated average price of $46.25. The stock is now traded at around $49.450000. The impact to a portfolio due to this purchase was 1.06%. The holding were 113,836 shares as of 2021-09-30.

New Purchase: ProShares Hedge Replication ETF (HDG)

Personal Cfo Solutions, Llc initiated holding in ProShares Hedge Replication ETF. The purchase prices were between $50.8 and $52.37, with an estimated average price of $51.63. The stock is now traded at around $52.609900. The impact to a portfolio due to this purchase was 0.89%. The holding were 82,321 shares as of 2021-09-30.

Added: iShares Russell 2000 ETF (IWM)

Personal Cfo Solutions, Llc added to a holding in iShares Russell 2000 ETF by 3833.66%. The purchase prices were between $211.09 and $230.69, with an estimated average price of $221.07. The stock is now traded at around $235.215000. The impact to a portfolio due to this purchase was 4.64%. The holding were 103,298 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Personal Cfo Solutions, Llc added to a holding in Amazon.com Inc by 26.93%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3668.110000. The impact to a portfolio due to this purchase was 0.39%. The holding were 2,663 shares as of 2021-09-30.

Added: Icon PLC (ICLR)

Personal Cfo Solutions, Llc added to a holding in Icon PLC by 134.33%. The purchase prices were between $208.53 and $283.04, with an estimated average price of $242.91. The stock is now traded at around $282.570000. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,905 shares as of 2021-09-30.

Added: International Business Machines Corp (IBM)

Personal Cfo Solutions, Llc added to a holding in International Business Machines Corp by 69.24%. The purchase prices were between $127.01 and $140.26, with an estimated average price of $133.56. The stock is now traded at around $116.380000. The impact to a portfolio due to this purchase was 0.08%. The holding were 6,849 shares as of 2021-09-30.

Added: Consumer Discretionary Select Sector SPDR (XLY)

Personal Cfo Solutions, Llc added to a holding in Consumer Discretionary Select Sector SPDR by 32.25%. The purchase prices were between $175.67 and $185.89, with an estimated average price of $181.44. The stock is now traded at around $210.490000. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,053 shares as of 2021-09-30.

Added: Bristol-Myers Squibb Co (BMY)

Personal Cfo Solutions, Llc added to a holding in Bristol-Myers Squibb Co by 30.10%. The purchase prices were between $59.17 and $69.31, with an estimated average price of $65.87. The stock is now traded at around $58.875000. The impact to a portfolio due to this purchase was 0.06%. The holding were 22,561 shares as of 2021-09-30.

Sold Out: ProShares Ultra Russell2000 (UWM)

Personal Cfo Solutions, Llc sold out a holding in ProShares Ultra Russell2000. The sale prices were between $50.69 and $60.89, with an estimated average price of $55.55.

Sold Out: CNA Financial Corp (CNA)

Personal Cfo Solutions, Llc sold out a holding in CNA Financial Corp. The sale prices were between $41.65 and $46.06, with an estimated average price of $43.71.

Sold Out: Hess Corp (HES)

Personal Cfo Solutions, Llc sold out a holding in Hess Corp. The sale prices were between $63.59 and $88.89, with an estimated average price of $73.82.

Sold Out: Sibanye Stillwater Ltd (SBSW)

Personal Cfo Solutions, Llc sold out a holding in Sibanye Stillwater Ltd. The sale prices were between $12.07 and $17.59, with an estimated average price of $15.64.

Sold Out: Trane Technologies PLC (TT)

Personal Cfo Solutions, Llc sold out a holding in Trane Technologies PLC. The sale prices were between $172.65 and $206.56, with an estimated average price of $192.37.

Sold Out: (CORE)

Personal Cfo Solutions, Llc sold out a holding in . The sale prices were between $41.1 and $46, with an estimated average price of $43.34.

Reduced: The Energy Select Sector SPDR Fund (XLE)

Personal Cfo Solutions, Llc reduced to a holding in The Energy Select Sector SPDR Fund by 49.33%. The sale prices were between $45.24 and $54.15, with an estimated average price of $49.03. The stock is now traded at around $57.080000. The impact to a portfolio due to this sale was -0.3%. Personal Cfo Solutions, Llc still held 22,963 shares as of 2021-09-30.

Reduced: Alibaba Group Holding Ltd (BABA)

Personal Cfo Solutions, Llc reduced to a holding in Alibaba Group Holding Ltd by 56.52%. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $146.580000. The impact to a portfolio due to this sale was -0.11%. Personal Cfo Solutions, Llc still held 1,495 shares as of 2021-09-30.

Reduced: Fidelity MSCI Health Care Index ETF (FHLC)

Personal Cfo Solutions, Llc reduced to a holding in Fidelity MSCI Health Care Index ETF by 35.55%. The sale prices were between $63.62 and $68.27, with an estimated average price of $65.93. The stock is now traded at around $66.410000. The impact to a portfolio due to this sale was -0.09%. Personal Cfo Solutions, Llc still held 10,118 shares as of 2021-09-30.



Here is the complete portfolio of PERSONAL CFO SOLUTIONS, LLC. Also check out:

1. PERSONAL CFO SOLUTIONS, LLC's Undervalued Stocks
2. PERSONAL CFO SOLUTIONS, LLC's Top Growth Companies, and
3. PERSONAL CFO SOLUTIONS, LLC's High Yield stocks
4. Stocks that PERSONAL CFO SOLUTIONS, LLC keeps buying