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

Wealth Plan Partners, LLC

$591 Million
Q3 2025

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

269

Shares Held

21.9M

Call Options Held

0

Put Options Held

0

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.