WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-229
Closed -$7.04K 1117
2023
Q2
$7.04K Hold
229
﹤0.01% 852
2023
Q1
$6.63K Buy
+229
New +$6.63K ﹤0.01% 949
2022
Q1
$959K Buy
34,217
+203
+0.6% +$5.69K 0.07% 176
2021
Q4
$988K Buy
+34,014
New +$988K 0.07% 176