WealthPLAN Partners’s Innovator US Equity Buffer ETF September BSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.7M | Sell |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $5.47M | Buy |
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|
2024
Q2 | $1.58M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $973K | Buy |
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