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WealthPLAN Partners’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

WealthPLAN Partners’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,356
Closed -$419K – 256
2024
Q3 		$419K Sell
11,356
-18,149
-62% -$654K 0.06% 192
2024
Q2 		$1.05M Buy
29,505
+18,928
+179% +$660K 0.11% 143
2024
Q1 		$365K Sell
10,577
-2,344
-18% -$79.7K 0.04% 235
2023
Q4 		$431K Sell
12,921
-74
-0.6% -$2.38K 0.04% 233
2023
Q3 		$407K Buy
12,995
+2,699
+26% +$85.8K 0.05% 230
2023
Q2 		$326K Sell
10,296
-2,107
-17% -$65.1K 0.05% 237
2023
Q1 		$382K Sell
12,403
-4,468
-26% -$136K 0.04% 223
2022
Q4 		$523K Buy
+16,871
New +$500K 0.04% 249
2022
Q1 		$488K Sell
15,770
-591
-4% -$18.8K 0.03% 252
2021
Q4 		$522K Buy
16,361
+119
+0.7% +$3.79K 0.03% 248
2021
Q3 		$518K Buy
16,242
+312
+2% +$9.78K 0.03% 253
2021
Q2 		$501K Buy
15,930
+2,264
+17% +$69.7K 0.04% 236
2021
Q1 		$419K Sell
13,666
-3,282
-19% -$99.6K 0.03% 240
2020
Q4 		$513K Sell
16,948
-674,083
-98% -$20M 0.04% 213
2020
Q3 		$20.5M Buy
691,031
+46,895
+7% +$1.35M 2% 10
2020
Q2 		$18.7M Buy
+644,136
New +$17.3M 1.94% 10

Other funds holding PJUN

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $460M AUM 20.77% 1-Year Est. Return