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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$231K 0.02% 349