Wealth Plan Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	BUY	$32.94 - $36.21 $369,125 - $405,769	11,206 Added 18.92%	70,433 $2.55 Billion
Q3 2023 Nov 01, 2023	BUY	$33.63 - $34.86 $1.3 Million - $1.35 Million	38,752 Added 189.26%	59,227 $2 Billion
Q2 2023 Jul 31, 2023	SELL	$31.38 - $34.22 $1.31 Million - $1.43 Million	-41,785 Reduced 67.11%	20,475 $701 Million
Q1 2023 May 10, 2023	SELL	$29.97 - $31.76 $3.32 Million - $3.52 Million	-110,826 Reduced 64.03%	62,260 $1.97 Billion
Q4 2022 Feb 16, 2023	SELL	$28.61 - $30.97 $1.09 Million - $1.18 Million	-38,253 Reduced 18.1%	173,086 $5.47 Billion
Q1 2022 May 03, 2022	BUY	$29.54 - $30.91 $2.73 Million - $2.86 Million	92,496 Added 77.83%	211,339 $6.22 Million
Q4 2021 Feb 01, 2022	SELL	$29.61 - $30.83 $501,445 - $522,106	-16,935 Reduced 12.47%	118,843 $3.61 Million
Q3 2021 Dec 09, 2021	BUY	$29.41 - $30.17 $2.94 Million - $3.02 Million	100,005 Added 279.55%	135,778 $4.04 Million
Q2 2021 Aug 19, 2021	BUY	$29.37 - $29.64 $1.05 Million - $1.06 Million	35,773 New	35,773 $1.07 Million
Q1 2021 May 11, 2021	SELL	$28.6 - $29.33 $1.25 Million - $1.28 Million	-43,575 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$23.42 - $27.27 $79,628 - $92,718	3,400 Added 8.46%	43,575 $1.21 Million
Q4 2018 Feb 20, 2019	BUY	$23.3 - $25.69 $936,077 - $1.03 Million	40,175 New	40,175 $1.01 Million

Others Institutions Holding PJUL

# of Institutions

253

Shares Held

18.4M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$157 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

984K
Shares

$41.1 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

648K
Shares

$27.1 Million
0.04% of portfolio
Janney Montgomery Scott LLC

558K
Shares

$23.3 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

556K
Shares

$23.2 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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