WealthPLAN Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

WealthPLAN Partners’s Portfolio PNOV Stock Details PNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,535	Closed	-$208K	–	1367
2023 Q1	$208K	Sell	6,535 -1,911	-23%	-$59.6K	0.02%	296
2022 Q4	$269K	Buy	+8,446	New	+$253K	0.02%	333
2022 Q1	$5.27M	Buy	180,916 +80,433	+80%	+$2.43M	0.37%	73
2021 Q4	$3.05M	Buy	100,483 +8,526	+9%	+$261K	0.2%	94
2021 Q3	$2.81M	Buy	+91,957	New	+$2.79M	0.19%	98

Other funds holding PNOV

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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