WealthPLAN Partners’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-193,844	Closed	-$5.94M	–	349
2023 Q4	$5.94M	Buy	193,844 +9,293	+5%	+$285K	0.61%	54
2023 Q3	$5.24M	Buy	184,551 +184,151	+46,038%	+$5.23M	0.61%	54
2023 Q2	$11.6K	Hold	400	–	–	﹤0.01%	769
2023 Q1	$11K	Buy	+400	New	+$11K	﹤0.01%	840