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

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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