Chief Compliance Officer

0001929986-24-000002.txt : 20240516 0001929986-24-000002.hdr.sgml : 20240516 20240516122612 ACCESSION NUMBER: 0001929986-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240516 DATE AS OF CHANGE: 20240516 EFFECTIVENESS DATE: 20240516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthPlan Investment Management, LLC CENTRAL INDEX KEY: 0001929986 ORGANIZATION NAME: IRS NUMBER: 854122522 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22654 FILM NUMBER: 24954281 BUSINESS ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: 4026910200 MAIL ADDRESS: STREET 1: 101 S 108TH AVE STREET 2: 3RD FLOOR CITY: OMAHA STATE: NE ZIP: 68154 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001929986 XXXXXXXX 03-31-2024 03-31-2024 WealthPlan Investment Management, LLC

101 S 108TH AVE 3RD FLOOR OMAHA NE 68154

13F HOLDINGS REPORT 028-22654 000311364 801-120004 N Kevin R Zemann Chief Compliance Officer 4026307234 Kevin R Zemann Omaha NE 05-16-2024 0 195 655459408 false INFORMATION TABLE 2 WPIM13f0324.xml ABBOTT LABS COM 002824100 10953165 96368 SH SOLE 0 0 0 96368 ABBVIE INC COM 00287Y109 12515050 68726 SH SOLE 0 0 0 68726 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 373463 17583 SH SOLE 0 0 0 17583 ACUSHNET HLDGS CORP COM 005098108 1022397 15503 SH SOLE 0 0 0 15503 ADOBE INC COM 00724F101 2065832 4094 SH SOLE 0 0 0 4094 ADVANCED MICRO DEVICES INC COM 007903107 324882 1800 SH SOLE 0 0 0 1800 AGNC INVT CORP COM 00123Q104 104772 10583 SH SOLE 0 0 0 10583 AIM ETF PRODUCTS TRUST US LRGCP B10 FEB 00888H828 5559906 179888 SH SOLE 0 0 0 179888 AIM ETF PRODUCTS TRUST US LRGCP B20 FEB 00888H786 4134826 142787 SH SOLE 0 0 0 142787 AIR PRODS & CHEMS INC COM 009158106 7420158 30628 SH SOLE 0 0 0 30628 ALBEMARLE CORP COM 012653101 5941028 45097 SH SOLE 0 0 0 45097 ALPHABET INC CAP STK CL A 02079K305 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