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| Name: |
WealthPlan Investment Management LLC |
| City: |
Omaha |
| State: |
NE |
| Zip: |
68154 |
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data |
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| Holdings
Found :
25 |
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Closed Positions |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DIS |
Walt Disney Co |
195 |
Closed |
$103.01 |
$0 |
0 |
0% |
-252,000 |
-2,796 |
0 |
Entertainment - Diver... |
|
|
XSEP |
Ft Cboe Vest Us Equity Enh ... |
182 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,819,000 |
-50,688 |
0 |
N/A |
|
|
VLTO |
Veralto Corp |
201 |
Closed |
$99.53 |
$0 |
0 |
0% |
-406,000 |
-4,938 |
0 |
N/A |
|
|
PAUG |
Innovator S&p 500 Power Buf... |
188 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,199,000 |
-65,887 |
0 |
N/A |
|
|
MINO |
Pimco Municipal Income Oppo... |
194 |
Closed |
$0.00 |
$0 |
0 |
0% |
-9,027,000 |
-198,734 |
0 |
N/A |
|
|
GNOV |
Ft Vest Us Equity Moderate ... |
181 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,232,000 |
-70,407 |
0 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
200 |
Closed |
$62.51 |
$0 |
0 |
0% |
-222,000 |
-3,971 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
187 |
Closed |
$163.06 |
$0 |
0 |
0% |
-263,000 |
-1,759 |
0 |
Closed - End Fund - E... |
|
|
DECT |
Allianzim Us Large Cap Buff... |
193 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,612,000 |
-56,305 |
0 |
N/A |
|
|
PJUL |
Innovator S&p 500 Power Buf... |
180 |
Closed |
$0.00 |
$0 |
0 |
0% |
-4,932,000 |
-136,270 |
0 |
N/A |
|
|
IVOL |
Quadratic Interest Rate Vlt... |
199 |
Closed |
$0.00 |
$0 |
0 |
0% |
-243,000 |
-11,769 |
0 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
186 |
Closed |
$0.00 |
$0 |
0 |
0% |
-213,000 |
-1,447 |
0 |
N/A |
|
|
SIXO |
Allianzim Us Large Cap 6 Mo... |
192 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,359,000 |
-47,081 |
0 |
N/A |
|
|
HD |
Home Depot Inc |
198 |
Closed |
$336.15 |
$0 |
0 |
0% |
-211,000 |
-610 |
0 |
Home Improvement Stores |
|
|
NLOP |
Net Lease Office Properties |
185 |
Closed |
$23.68 |
$0 |
0 |
0% |
-206,000 |
-11,147 |
0 |
N/A |
|
|
BOXX |
Alpha Architect 1-3 Month B... |
204 |
Closed |
$0.00 |
$0 |
0 |
0% |
-201,000 |
-1,909 |
0 |
N/A |
|
|
CION |
Cion Investment Corp |
191 |
Closed |
$12.48 |
$0 |
0 |
0% |
-130,000 |
-11,518 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
197 |
Closed |
$243.90 |
$0 |
0 |
0% |
-302,000 |
-1,385 |
0 |
Closed - End Fund - E... |
|
|
NAPR |
Innovator Nasdaq-100 Power ... |
184 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,811,000 |
-40,705 |
0 |
N/A |
|
|
BRSP |
BrightSpire Capital, Inc |
203 |
Closed |
$6.32 |
$0 |
0 |
0% |
-79,000 |
-10,628 |
0 |
N/A |
|
|
RODM |
Lattice Developed Markets E... |
190 |
Closed |
$28.69 |
$0 |
0 |
0% |
-201,000 |
-7,343 |
0 |
N/A |
|
|
AMAX |
Rh Hedged Multi Asset Incom... |
196 |
Closed |
$0.00 |
$0 |
0 |
0% |
-10,577,000 |
-1,388,038 |
0 |
N/A |
|
|
AHS |
AMN Healthcare Services Inc |
183 |
Closed |
$55.85 |
$0 |
0 |
0% |
-1,048,000 |
-13,998 |
0 |
Staffing & Outsourcin... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
202 |
Closed |
$208.34 |
$0 |
0 |
0% |
-225,000 |
-1,119 |
0 |
Closed - End Fund - E... |
|
|
GPP |
Green Plains Partners Lp |
189 |
Closed |
$12.31 |
$0 |
0 |
0% |
-265,000 |
-20,832 |
0 |
N/A |
|
