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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 10k 43.72
2025-09-30 $428k 10k 42.95
2025-06-30 $371k 9.1k 40.89
2025-03-31 $349k 9.1k 38.41
2024-12-31 $355k 9.1k 39.09
2024-06-30 $245k 6.5k 37.47

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 pwr

Alliancebernstein
Penserra Capital Management
Commonwealth Equity Services
Brookstone Capital Management
Citadel Advisors
Advisor Group Holdings
Lido Advisors
Colony
LPL Financial
Cresset Asset Management
HighTower Advisors
Raymond James Financial
Kestra Advisory Services
Cetera Investment Advisers
SageView Advisory Group

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