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Innovator Etfs Trust shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Trust (AOCT) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Trust by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $684k 26k 26.26
2025-06-30 $391k 15k 25.71
2025-03-31 $207k 8.4k 24.83

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Innovator Etfs Trust

Legacy CG
Raymond James Financial
Commonwealth Equity Services
Brookstone Capital Management
CWM
HighTower Advisors
Tradition Wealth Management
Ashton Thomas Private Wealth
Continuum Wealth Advisors
Capasso Planning Partners
Susquehanna International
Cambridge Investment Research Advisors
Cetera Investment Advisers
Triad Wealth Partners
CLS Investments

View all funds holding Innovator Etfs Trust