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WealthPLAN Partners’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

WealthPLAN Partners’s Portfolio NAPR Stock Details NAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-38,589
Closed -$1.61M – 336
2023
Q3 		$1.61M Buy
38,589
+23,916
+163% +$1.01M 0.19% 120
2023
Q2 		$612K Buy
14,673
+12,693
+641% +$506K 0.09% 169
2023
Q1 		$77.1K Buy
+1,980
New +$73K 0.01% 474

Other funds holding NAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

WealthPLAN Partners's NAPR Position: Q4 2023 in Review

WealthPLAN Partners sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q4 2023, closing a stake of 38,589 shares — an estimated $1.61M sold.

WealthPLAN Partners first reported a position in NAPR in Q1 2023 and held it in 3 quarters. The position peaked at $1.61M in Q3 2023. 76 funds tracked by Wall St. Rank hold NAPR as of Q4 2023.

  • WealthPLAN Partners reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38,589 Innovator Growth-100 Power Buffer ETF April shares in Q4 2023, an estimated $1.61M.
  • WealthPLAN Partners first reported a position in Innovator Growth-100 Power Buffer ETF April in Q1 2023 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator Growth-100 Power Buffer ETF April position peaked at $1.61M in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.