WP
TSJA

WealthPLAN Partners’s Innovator Triple Stacker ETF - January TSJA Stock Holding History

WealthPLAN Partners’s Portfolio TSJA Stock Details TSJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,420
Closed -$66.2K – 1246
2023
Q2 		$66.2K Hold
2,420
– – 0.01% 461
2023
Q1 		$62K Buy
+2,420
New +$60.5K 0.01% 514

Other funds holding TSJA

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

WealthPLAN Partners's TSJA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator Triple Stacker ETF - January (TSJA) in Q3 2023, closing a stake of 2,420 shares — an estimated $66.2K sold.

WealthPLAN Partners first reported a position in TSJA in Q1 2023 and held it in 2 quarters. The position peaked at $66.2K in Q2 2023. 5 funds tracked by Wall St. Rank hold TSJA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator Triple Stacker ETF - January position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,420 Innovator Triple Stacker ETF - January shares in Q3 2023, an estimated $66.2K.
  • WealthPLAN Partners first reported a position in Innovator Triple Stacker ETF - January in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator Triple Stacker ETF - January position peaked at $66.2K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - January as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.