WealthPLAN Partners’s Innovator US Equity Accelerated ETF Quarterly XDSQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-33,712
Closed -$967K 1188
2023
Q2
$967K Buy
33,712
+14,521
+76% +$416K 0.14% 139
2023
Q1
$510K Hold
19,191
0.06% 192
2022
Q4
$495K Buy
+19,191
New +$495K 0.03% 255