WealthPlan Investment Management’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-40,705	Closed	-$1.81M	–	194
2023 Q4	$1.81M	Sell	40,705 -34,877	-46%	-$1.5M	0.29%	78
2023 Q3	$3.16M	Buy	75,582 +10,329	+16%	+$434K	0.56%	62
2023 Q2	$2.72M	Buy	+65,253	New	+$2.6M	0.81%	51

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthPlan Investment Management's NAPR Position: Q1 2024 in Review

WealthPlan Investment Management sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q1 2024, closing a stake of 40,705 shares — an estimated $1.81M sold.

WealthPlan Investment Management first reported a position in NAPR in Q2 2023 and held it in 3 quarters. The position peaked at $3.16M in Q3 2023. 72 funds tracked by Wall St. Rank hold NAPR as of Q1 2024.

WealthPlan Investment Management reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
WealthPlan Investment Management sold 40,705 Innovator Growth-100 Power Buffer ETF April shares in Q1 2024, an estimated $1.81M.
WealthPlan Investment Management first reported a position in Innovator Growth-100 Power Buffer ETF April in Q2 2023 and held it in 3 quarters.
WealthPlan Investment Management's Innovator Growth-100 Power Buffer ETF April position peaked at $3.16M in Q3 2023.
72 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q1 2024.

Based on WealthPlan Investment Management's 13F filing for Q1 2024, filed 16 May 2024.