WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

WealthPLAN Partners’s Portfolio UJUN Stock Details UJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,525	Closed	-$187K	–	1111
2023 Q2	$187K	Hold	6,525	–	–	0.03%	301
2023 Q1	$180K	Buy	+6,525	New	+$178K	0.02%	328

Other funds holding UJUN

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 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

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $337M AUM 19.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return