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Triad Wealth Partners’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Triad Wealth Partners’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Sell
8,815
-3,735
-30% -$195K 0.03% 329
2026
Q1 		$615K Buy
+12,550
New +$607K 0.05% 240

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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's BAPR Position: Q2 2026 in Review

Triad Wealth Partners reduced its Innovator US Equity Buffer ETF April (BAPR) stake by 30% in Q2 2026, selling an estimated $195K and leaving 8,815 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #329.

Triad Wealth Partners first reported a position in BAPR in Q1 2026 and has held it in 2 quarters since. The position peaked at $615K in Q1 2026. 123 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • Triad Wealth Partners held 8,815 shares of Innovator US Equity Buffer ETF April worth $475K as of Q2 2026.
  • Triad Wealth Partners sold 3,735 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $195K.
  • Innovator US Equity Buffer ETF April made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #329 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • Triad Wealth Partners's Innovator US Equity Buffer ETF April position peaked at $615K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.