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Innovator Edp Etf - 6m Ja/jy shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Innovator Edp Etf - 6m Ja/jy (JAJL) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Innovator Edp Etf - 6m Ja/jy

Tip: Access up to 7 years of quarterly data

All positions including Innovator Edp Etf - 6m Ja/jy 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 Edp Etf - 6m Ja/jy by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 123k 29.06
2025-09-30 $1.4M 51k 28.65
2025-06-30 $762k 27k 28.17
2025-03-31 $492k 18k 27.17

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 Edp Etf - 6m Ja/jy

Kingsview Wealth Management
Advisor Group Holdings
Soltis Investment Advisors
Commonwealth Equity Services
AE Wealth Management
HighTower Advisors
CWM
Triad Wealth Partners
CLS Investments
Brookstone Capital Management
Ashton Thomas Private Wealth
Money Concepts Capital Corp
Centaurus Financial
Keystone Financial Group
Envestnet Asset Management

View all funds holding Innovator Edp Etf - 6m Ja/jy