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WealthPLAN Partners’s Innovator US Equity Buffer ETF February BFEB Stock Holding History

WealthPLAN Partners’s Portfolio BFEB Stock Details BFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,631
Closed -$296K – 253
2025
Q2 		$296K Sell
6,631
-84,324
-93% -$3.55M 0.05% 218
2025
Q1 		$3.78M Buy
+90,955
New +$3.9M 0.53% 62
2023
Q3 		– Sell
-1,520
Closed -$51.9K – 386
2023
Q2 		$51.9K Buy
1,520
+250
+20% +$8.17K 0.01% 498
2023
Q1 		$40.6K Buy
+1,270
New +$39.6K ﹤0.01% 597

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VBFP
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