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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

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BFA
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Osaic Holdings
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CA
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DHGWA
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SWA
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LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
WIM
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BWM
BCS Wealth Management Johnson City, Tennessee $490M AUM 13.89% 1-Year Est. Return