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WealthPLAN Partners’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

WealthPLAN Partners’s Portfolio BAUG Stock Details BAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,791
Closed -$127K – 374
2023
Q2 		$127K Hold
3,791
– – 0.02% 358
2023
Q1 		$120K Buy
+3,791
New +$117K 0.01% 387

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AGA
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Commonwealth Equity Services
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BCM
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Osaic Holdings
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Truist Financial
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return