WealthPLAN Partners’s Innovator Uncapped Accelerated US Equity ETF XUSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,569
Closed -$353K 315
2024
Q2
$353K Hold
9,569
0.04% 235
2024
Q1
$337K Hold
9,569
0.03% 245
2023
Q4
$294K Sell
9,569
-1,459
-13% -$44.9K 0.03% 268
2023
Q3
$295K Buy
+11,028
New +$295K 0.03% 264