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

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,444 shares of PJUN stock, worth $208,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,444

Previous 6,718 18.96%

Holding current value

$208,614

Previous $252,000 20.24%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$36.56 - $38.35 $46,577 - $48,857	-1,274 Reduced 18.96%	5,444 $201,000
Q4 2024 Jan 30, 2025	BUY	$36.63 - $37.8 $246,080 - $253,940	6,718 New	6,718 $252,000
Q3 2023 Nov 09, 2023	BUY	$31.24 - $32.1 $405,963 - $417,139	12,995 New	12,995 $406,000
Q1 2023 May 08, 2023	SELL	$29.62 - $31.13 $365,273 - $383,895	-12,332 Reduced 73.1%	4,539 $139,000
Q4 2022 Feb 15, 2023	BUY	$28.33 - $30.68 $4,589 - $4,970	162 Added 0.97%	16,871 $501,000
Q3 2022 Dec 12, 2022	BUY	$28.37 - $31.17 $26,639 - $29,268	939 Added 5.95%	16,709 $502,000
Q1 2022 Sep 07, 2022	BUY	$31.06 - $32.38 $489,816 - $510,632	15,770 New	15,770 $488,000

Others Institutions Holding PJUN

# of Institutions

169

Shares Held

12M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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