Triad Wealth Partners »

Innovator Etfs Tr s&p 500 buffer shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJUL) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 4.7k 50.76
2025-09-30 $232k 4.7k 49.66
2025-06-30 $221k 4.7k 47.13
2025-03-31 $202k 4.7k 43.18
2024-12-31 $209k 4.7k 44.56
2024-06-30 $196k 4.7k 41.78

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
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 Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Innovator Etfs Tr s&p 500 buffer

COFG Advisors
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Cetera Investment Advisers
Rothschild Investment
Bellwether Advisors
Janney Montgomery Scott
My Personal CFO
Envestnet Asset Management
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Innovator Etfs Tr s&p 500 buffer