WIM
DBJA

WealthPlan Investment Management’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History

WealthPlan Investment Management’s Portfolio DBJA Stock Details DBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,641
Closed -$707K – 592
2022
Q4 		$707K Buy
+26,641
New +$669K 0.05% 210

Other funds holding DBJA

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management's DBJA Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Innovator Double Stacker 9 Buffer ETF - January (DBJA) in Q1 2023, closing a stake of 26,641 shares — an estimated $707K sold.

WealthPlan Investment Management first reported a position in DBJA in Q4 2022 and held it in 1 quarter. The position peaked at $707K in Q4 2022. 12 funds tracked by Wall St. Rank hold DBJA as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator Double Stacker 9 Buffer ETF - January position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 26,641 Innovator Double Stacker 9 Buffer ETF - January shares in Q1 2023, an estimated $707K.
  • WealthPlan Investment Management first reported a position in Innovator Double Stacker 9 Buffer ETF - January in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator Double Stacker 9 Buffer ETF - January position peaked at $707K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - January as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.