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WealthPLAN Partners’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

WealthPLAN Partners’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$948K Buy
40,398
+60
+0.1% +$1.44K 0.07% 178
2021
Q4 		$973K Buy
+40,338
New +$986K 0.06% 178

Other funds holding IJUL

PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

WealthPLAN Partners's IJUL Position: Q1 2022 in Review

WealthPLAN Partners increased its Innovator International Developed Power Buffer ETF July (IJUL) stake by 0.15% in Q1 2022, buying an estimated $1.44K and bringing the position to 40,398 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #178.

WealthPLAN Partners first reported a position in IJUL in Q4 2021 and has held it in 2 quarters since. The position peaked at $973K in Q4 2021. 38 funds tracked by Wall St. Rank hold IJUL as of Q1 2022.

  • WealthPLAN Partners held 40,398 shares of Innovator International Developed Power Buffer ETF July worth $948K as of Q1 2022.
  • WealthPLAN Partners bought 60 Innovator International Developed Power Buffer ETF July shares in Q1 2022, an estimated $1.44K.
  • Innovator International Developed Power Buffer ETF July made up 0.07% of WealthPLAN Partners's portfolio in Q1 2022, its #178 holding.
  • WealthPLAN Partners first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2021 and has held it in 2 quarters since.
  • WealthPLAN Partners's Innovator International Developed Power Buffer ETF July position peaked at $973K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q1 2022.

Based on WealthPLAN Partners's 13F filing for Q1 2022, filed 3 May 2022.