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Innovator Etfs Tr msci eafe pwr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Innovator Etfs Tr msci eafe pwr

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All positions including Innovator Etfs Tr msci eafe pwr 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 msci eafe pwr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 38k 32.69
2025-06-30 $738k 23k 31.94
2025-03-31 $395k 14k 29.12
2024-12-31 $290k 11k 27.70
2024-06-30 $131k 4.7k 28.12

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 msci eafe pwr

Access Financial Services
Compass Advisory Group
William Blair $ Company
Strategic Blueprint
Advisor Group Holdings
Berger Financial Group
Envestnet Asset Management
Commonwealth Equity Services
Global Strategic Investment Solutions
Cetera Investment Advisers
Mml Investors Services
Americana Partners
Raymond James Financial
Bedel Financial Consulting
Susquehanna International

View all funds holding Innovator Etfs Tr msci eafe pwr