Wealth Plan Investment Management, LLC Innovator ETF Tr Us Equity Acc Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$28.77 - $29.45 $512,911 - $525,034	17,828 New	17,828 $515,000

Others Institutions Holding XBAP

# of Institutions

53

Shares Held

4.68M

Call Options Held

0

Put Options Held

0

Allworth Financial LP

1.44M
Shares

$53.4 Million
0.29% of portfolio
Gradient Investments LLC

1.25M
Shares

$46.4 Million
1.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

389K
Shares

$14.4 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

358K
Shares

$13.3 Million
36.18% of portfolio
First Commonwealth Financial Corp Indiana, PA

315K
Shares

$11.7 Million
2.78% of portfolio

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

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