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WealthPlan Investment Management’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

WealthPlan Investment Management’s Portfolio EAPR Stock Details EAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,205
Closed -$294K – 471
2022
Q4 		$294K Buy
12,205
+2,500
+26% +$56.3K 0.02% 317
2022
Q3 		$225K Buy
+9,705
New +$223K 0.02% 334
2022
Q1 		$230K Buy
+9,705
New +$236K 0.02% 357

Other funds holding EAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q1 2023, closing a stake of 12,205 shares — an estimated $294K sold.

WealthPlan Investment Management first reported a position in EAPR in Q1 2022 and held it in 3 quarters. The position peaked at $294K in Q4 2022. 33 funds tracked by Wall St. Rank hold EAPR as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 12,205 Innovator Emerging Markets Power Buffer ETF April shares in Q1 2023, an estimated $294K.
  • WealthPlan Investment Management first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Innovator Emerging Markets Power Buffer ETF April position peaked at $294K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q1 2023.

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