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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power 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 s&p 500 power by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 90k 45.80
2025-06-30 $2.3M 53k 44.05
2025-03-31 $1.1M 28k 41.47
2024-12-31 $578k 14k 42.25
2024-06-30 $89k 2.2k 40.23

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 s&p 500 power

Alliancebernstein
Penserra Capital Management
Advisor Group Holdings
LPL Financial
Commonwealth Equity Services
Raymond James Financial
Mutual Advisors
Southland Equity Partners
Long Island Wealth Management
Mml Investors Services
Kovitz Investment Group Partners
Envestnet Asset Management
William Blair $ Company
Weaver Capital Management
Bellwether Advisors

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