WealthPLAN Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

WealthPLAN Partners’s Portfolio PSEP Stock Details PSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$774K	Buy
2023 Q3	–	Sell
2023 Q2	$194K	Sell
2023 Q1	$239K	Buy
2022 Q4	$230K	Buy
2021 Q2	–	Sell
2021 Q1	$25.2M	Buy
2020 Q4	$23.6M	Buy
2020 Q3	$17.5M	Buy