WealthPlan Investment Management’s CPI Inflation Hedged ETF CPI Stock Holding History

WealthPlan Investment Management’s Portfolio CPI Stock Details CPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-382	Closed	-$9.72K	–	470
2023 Q1	$9.72K	Buy	+382	New	+$9.54K	﹤0.01%	329

Other funds holding CPI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's CPI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of CPI Inflation Hedged ETF (CPI) in Q2 2023, closing a stake of 382 shares — an estimated $9.72K sold.

WealthPlan Investment Management first reported a position in CPI in Q1 2023 and held it in 1 quarter. The position peaked at $9.72K in Q1 2023. 4 funds tracked by Wall St. Rank hold CPI as of Q2 2023.

WealthPlan Investment Management reported no remaining CPI Inflation Hedged ETF position as of Q2 2023 after selling out during the quarter.
WealthPlan Investment Management sold 382 CPI Inflation Hedged ETF shares in Q2 2023, an estimated $9.72K.
WealthPlan Investment Management first reported a position in CPI Inflation Hedged ETF in Q1 2023 and held it in 1 quarter.
WealthPlan Investment Management's CPI Inflation Hedged ETF position peaked at $9.72K in Q1 2023.
4 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.