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Triad Wealth Partners’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Triad Wealth Partners’s Portfolio AJAN Stock Details AJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,796
Closed -$96K – 74
2024
Q2 		$96K Buy
+3,796
New +$94.6K 0.05% 159

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KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
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HI
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Triad Wealth Partners's AJAN Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q3 2024, closing a stake of 3,796 shares — an estimated $96K sold.

Triad Wealth Partners first reported a position in AJAN in Q2 2024 and held it in 1 quarter. The position peaked at $96K in Q2 2024. 46 funds tracked by Wall St. Rank hold AJAN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,796 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2024, an estimated $96K.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $96K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.