WealthPLAN Partners’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History

WealthPLAN Partners’s Portfolio BUFF Stock Details BUFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,583	Closed	-$282K	–	260
2024 Q2	$282K	Hold	6,583	–	–	0.03%	261
2024 Q1	$275K	Hold	6,583	–	–	0.03%	268
2023 Q4	$264K	Hold	6,583	–	–	0.03%	279
2023 Q3	$247K	Buy	6,583 +5,749	+689%	+$219K	0.03%	279
2023 Q2	$31.6K	Sell	834 -1,417	-63%	-$51.7K	﹤0.01%	593
2023 Q1	$80.9K	Buy	+2,251	New	+$79.4K	0.01%	465

Other funds holding BUFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WealthPLAN Partners's BUFF Position: Q3 2024 in Review

WealthPLAN Partners sold out of Innovator Laddered Allocation Power Buffer ETF (BUFF) in Q3 2024, closing a stake of 6,583 shares — an estimated $282K sold.

WealthPLAN Partners first reported a position in BUFF in Q1 2023 and held it in 6 quarters. The position peaked at $282K in Q2 2024. 104 funds tracked by Wall St. Rank hold BUFF as of Q3 2024.

WealthPLAN Partners reported no remaining Innovator Laddered Allocation Power Buffer ETF position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 6,583 Innovator Laddered Allocation Power Buffer ETF shares in Q3 2024, an estimated $282K.
WealthPLAN Partners first reported a position in Innovator Laddered Allocation Power Buffer ETF in Q1 2023 and held it in 6 quarters.
WealthPLAN Partners's Innovator Laddered Allocation Power Buffer ETF position peaked at $282K in Q2 2024.
104 funds tracked by Wall St. Rank held Innovator Laddered Allocation Power Buffer ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.