WealthPLAN Partners’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History

WealthPLAN Partners’s Portfolio XBOC Stock Details XBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,571	Closed	-$907K	–	350
2023 Q4	$907K	Buy	32,571 +1,587	+5%	+$42.7K	0.09%	161
2023 Q3	$813K	Sell	30,984 -21,059	-40%	-$547K	0.09%	157
2023 Q2	$1.34M	Sell	52,043 -41,498	-44%	-$1.04M	0.19%	118
2023 Q1	$2.3M	Sell	93,541 -56	-0.1%	-$1.35K	0.26%	86
2022 Q4	$2.28M	Buy	+93,597	New	+$2.15M	0.16%	113

Other funds holding XBOC

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

CAN

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

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

BBPWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

WealthPLAN Partners's XBOC Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator US Equity Accelerated 9 Buffer ETF October (XBOC) in Q1 2024, closing a stake of 32,571 shares — an estimated $907K sold.

WealthPLAN Partners first reported a position in XBOC in Q4 2022 and held it in 5 quarters. The position peaked at $2.3M in Q1 2023. 32 funds tracked by Wall St. Rank hold XBOC as of Q1 2024.

WealthPLAN Partners reported no remaining Innovator US Equity Accelerated 9 Buffer ETF October position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 32,571 Innovator US Equity Accelerated 9 Buffer ETF October shares in Q1 2024, an estimated $907K.
WealthPLAN Partners first reported a position in Innovator US Equity Accelerated 9 Buffer ETF October in Q4 2022 and held it in 5 quarters.
WealthPLAN Partners's Innovator US Equity Accelerated 9 Buffer ETF October position peaked at $2.3M in Q1 2023.
32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF October as of Q1 2024.

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