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Innovator Etfs Tr shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $529k 14k 38.67
2025-09-30 $321k 8.5k 37.86

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

Lido Advisors
Crosspoint Financial
Cetera Investment Advisers
First Commonwealth Financial Corporation
Advisor Group Holdings
Hanson McClain Advisors
Millington Financial Advisors
Brookwood Investment Group
Snowden Capital Advisors
CLS Investments
Fragasso
Orion Capital Management
Encompass More Asset Management
Old Mission Capital
Captrust Financial Advisors

View all funds holding Innovator Etfs Tr