WP
ZSEP

WealthPLAN Partners’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

WealthPLAN Partners’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,126
Closed -$898K – 274
2024
Q3 		$898K Buy
+36,126
New +$898K 0.12% 131