WealthPlan Investment Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
9,116
+407
| +5% | +$20.7K | 0.03% | 244 |
|
|
2025
Q1 | $404K | Buy |
8,709
+2,222
| +34% | +$103K | 0.04% | 195 |
|
|
2024
Q4 | $312K | Hold |
6,487
| – | – | 0.03% | 214 |
|
|
2024
Q3 | $301K | Hold |
6,487
| – | – | 0.03% | 207 |
|
|
2024
Q2 | $294K | Sell |
6,487
-2,120
| -25% | -$96.1K | 0.04% | 152 |
|
|
2024
Q1 | $375K | Buy |
+8,607
| New | +$375K | 0.06% | 136 |
|