WP
WealthPLAN Partners’s Innovator US Equity Buffer ETF February BFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
6,631
-84,324
| -93% | -$3.77M | 0.05% | 218 |
|
|
2025
Q1 | $3.78M | Buy |
+90,955
| New | +$3.78M | 0.53% | 62 |
|
|
2023
Q3 | – | Sell |
-1,520
| Closed | -$51.9K | – | 386 |
|
|
2023
Q2 | $51.9K | Buy |
1,520
+250
| +20% | +$8.54K | 0.01% | 498 |
|
|
2023
Q1 | $40.6K | Buy |
+1,270
| New | +$40.6K | ﹤0.01% | 597 |
|