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

WealthPLAN Partners’s Portfolio XBJL Stock Details XBJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-193,844	Closed	-$5.94M	–	349
2023 Q4	$5.94M	Buy	193,844 +9,293	+5%	+$272K	0.61%	54
2023 Q3	$5.24M	Buy	184,551 +184,151	+46,038%	+$5.33M	0.61%	54
2023 Q2	$11.6K	Hold	400	–	–	﹤0.01%	769
2023 Q1	$11K	Buy	+400	New	+$10.7K	﹤0.01%	840

Other funds holding XBJL

Cetera Investment Advisers

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return