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WealthPLAN Partners’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

WealthPLAN Partners’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-97,890
Closed -$3.83M – 258
2024
Q2 		$3.83M Buy
+97,890
New +$3.72M 0.41% 72

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BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
PCM
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LF
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Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return