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Innovator Etfs Tr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 82k 32.82
2025-06-30 $1.1M 35k 32.08
2025-03-31 $609k 19k 31.38
2024-12-31 $315k 10k 31.42
2024-06-30 $65k 2.2k 30.03

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 Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Commonwealth Equity Services
CLS Investments
Reliant Wealth Planning
Crown Wealth Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kingsview Wealth Management
Lee Johnson Capital Management
Brookstone Capital Management
Compass Advisory Group
Kure Advisory

View all funds holding Innovator Etfs Tr