WealthPLAN Partners’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

WealthPLAN Partners’s Portfolio IAPR Stock Details IAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,393	Closed	-$184K	–	671
2023 Q2	$184K	Sell	7,393 -1,124	-13%	-$27.8K	0.03%	304
2023 Q1	$209K	Hold	8,517	–	–	0.02%	295
2022 Q4	$209K	Buy	+8,517	New	+$197K	0.01%	368

Other funds holding IAPR

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return