WIM
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WealthPlan Investment Management’s Innovator Premium Income 30 Barrier ETF April APRJ Stock Holding History

WealthPlan Investment Management’s Portfolio APRJ Stock Details APRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,630
Closed -$309K – 480
2026
Q1 		$309K Buy
+12,630
New +$312K 0.02% 385

Other funds holding APRJ

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WealthPlan Investment Management's APRJ Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Innovator Premium Income 30 Barrier ETF April (APRJ) in Q2 2026, closing a stake of 12,630 shares — an estimated $309K sold.

WealthPlan Investment Management first reported a position in APRJ in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 25 funds tracked by Wall St. Rank hold APRJ as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Innovator Premium Income 30 Barrier ETF April position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 12,630 Innovator Premium Income 30 Barrier ETF April shares in Q2 2026, an estimated $309K.
  • WealthPlan Investment Management first reported a position in Innovator Premium Income 30 Barrier ETF April in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator Premium Income 30 Barrier ETF April position peaked at $309K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF April as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.