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Innovator Etfs Trust shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Trust (BFRZ) 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 $2.8M 106k 26.54
2025-06-30 $680k 27k 25.39

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

Envestnet Asset Management
VanWeelden Wealth Management
Sigma Planning
Triad Wealth Partners
Maia Wealth
Brookstone Capital Management
Signal Advisors Wealth
Harbour Investments
Planwiser Financial
Kestra Advisory Services
Sovran Advisors
Visionary Wealth Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Wealthgarden F.s

View all funds holding Innovator Etfs Trust