WealthPLAN Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-18,498	Closed	-$571K	–	292
2024 Q2	$571K	Buy	18,498 +3	+0%	+$93	0.06%	195
2024 Q1	$555K	Buy	18,495 +18	+0.1%	+$540	0.06%	194
2023 Q4	$505K	Hold	18,477	–	–	0.05%	218
2023 Q3	$474K	Buy	+18,477	New	+$474K	0.06%	208