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

CAN

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

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

WealthPLAN Partners's XBJL Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) in Q1 2024, closing a stake of 193,844 shares — an estimated $5.94M sold.

WealthPLAN Partners first reported a position in XBJL in Q1 2023 and held it in 4 quarters. The position peaked at $5.94M in Q4 2023. 33 funds tracked by Wall St. Rank hold XBJL as of Q1 2024.

WealthPLAN Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF July position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 193,844 Innovator US Equity Accelerated 9 Buffer ETF July shares in Q1 2024, an estimated $5.94M.
WealthPLAN Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF July in Q1 2023 and held it in 4 quarters.
WealthPLAN Partners's Innovator US Equity Accelerated 9 Buffer ETF July position peaked at $5.94M in Q4 2023.
33 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF July as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.