WealthPLAN Partners’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

WealthPLAN Partners’s Portfolio EAPR Stock Details EAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,202	Closed	-$533K	–	322
2023 Q4	$533K	Buy	21,202 +5,000	+31%	+$122K	0.05%	214
2023 Q3	$390K	Sell	16,202 -125	-0.8%	-$3.08K	0.05%	236
2023 Q2	$402K	Buy	16,327 +4,122	+34%	+$101K	0.06%	214
2023 Q1	$298K	Hold	12,205	–	–	0.03%	252
2022 Q4	$294K	Buy	+12,205	New	+$275K	0.02%	318
2022 Q1	$230K	Buy	+9,705	New	+$236K	0.02%	357

Other funds holding EAPR

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

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

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

WealthPLAN Partners's EAPR Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q1 2024, closing a stake of 21,202 shares — an estimated $533K sold.

WealthPLAN Partners first reported a position in EAPR in Q1 2022 and held it in 6 quarters. The position peaked at $533K in Q4 2023. 52 funds tracked by Wall St. Rank hold EAPR as of Q1 2024.

WealthPLAN Partners reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 21,202 Innovator Emerging Markets Power Buffer ETF April shares in Q1 2024, an estimated $533K.
WealthPLAN Partners first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q1 2022 and held it in 6 quarters.
WealthPLAN Partners's Innovator Emerging Markets Power Buffer ETF April position peaked at $533K in Q4 2023.
52 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.