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WealthPlan Investment Management’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

WealthPlan Investment Management’s Portfolio XBJA Stock Details XBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,970
Closed -$231K – 583
2022
Q4 		$231K Buy
+9,970
New +$218K 0.02% 352

Other funds holding XBJA

FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q1 2023, closing a stake of 9,970 shares — an estimated $231K sold.

WealthPlan Investment Management first reported a position in XBJA in Q4 2022 and held it in 1 quarter. The position peaked at $231K in Q4 2022. 26 funds tracked by Wall St. Rank hold XBJA as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 9,970 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q1 2023, an estimated $231K.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $231K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q1 2023.

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