WealthPLAN Partners’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

WealthPLAN Partners’s Portfolio XBJA Stock Details XBJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,970	Closed	-$247K	–	346
2023 Q3	$247K	Hold	9,970	–	–	0.03%	278
2023 Q2	$245K	Hold	9,970	–	–	0.03%	263
2023 Q1	$232K	Hold	9,970	–	–	0.03%	283
2022 Q4	$231K	Buy	+9,970	New	+$218K	0.02%	349

Other funds holding XBJA

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SFP

Sterling Financial Planning Sparta, New Jersey $368M AUM 22.51% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $201M AUM 18.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

WealthPLAN Partners's XBJA Position: Q4 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF January (XBJA) in Q4 2023, closing a stake of 9,970 shares — an estimated $247K sold.

WealthPLAN Partners first reported a position in XBJA in Q4 2022 and held it in 4 quarters. The position peaked at $247K in Q3 2023. 31 funds tracked by Wall St. Rank hold XBJA as of Q4 2023.

WealthPLAN Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF January position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 9,970 Innovator US Equity Accelerated 9 Buffer ETF January shares in Q4 2023, an estimated $247K.
WealthPLAN Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF January in Q4 2022 and held it in 4 quarters.
WealthPLAN Partners's Innovator US Equity Accelerated 9 Buffer ETF January position peaked at $247K in Q3 2023.
31 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF January as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.