WealthPLAN Partners’s Main BuyWrite ETF BUYW Stock Holding History

WealthPLAN Partners’s Portfolio BUYW Stock Details BUYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-267,995	Closed	-$3.76M	–	254
2025 Q2	$3.76M	Buy	267,995 +36,295	+16%	+$498K	0.61%	41
2025 Q1	$3.18M	Buy	231,700 +54,589	+31%	+$761K	0.45%	70
2024 Q4	$2.47M	Buy	177,111 +129,743	+274%	+$1.81M	0.35%	78
2024 Q3	$660K	Buy	47,368 +1,703	+4%	+$23.5K	0.09%	151
2024 Q2	$627K	Buy	45,665 +2,600	+6%	+$35.6K	0.07%	182
2024 Q1	$589K	Buy	43,065 +2,116	+5%	+$28.6K	0.06%	191
2023 Q4	$552K	Buy	40,949 +1,860	+5%	+$24.9K	0.06%	210
2023 Q3	$520K	Buy	39,089 +380	+1%	+$5.12K	0.06%	196
2023 Q2	$523K	Buy	38,709 +919	+2%	+$12.3K	0.07%	184
2023 Q1	$500K	Buy	37,790 +90	+0.2%	+$1.18K	0.06%	196
2022 Q4	$501K	Buy	+37,700	New	+$468K	0.04%	254

Other funds holding BUYW

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Encompass More Asset Management Danville, California $593M AUM 25.09% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return