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WealthPLAN Partners’s AllianzIM U.S. Equity Buffer10 Sep ETF SEPT Stock Holding History

WealthPLAN Partners’s Portfolio SEPT Stock Details SEPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-129,321
Closed -$3.89M – 265
2024
Q3 		$3.89M Buy
+129,321
New +$3.8M 0.52% 66

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AFS
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NF
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Envestnet Asset Management
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Susquehanna International Group
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
IFG
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