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Triad Wealth Partners’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Triad Wealth Partners’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-859
Closed -$34.9K – 170
2024
Q2 		$34.9K Buy
+859
New +$33.9K 0.02% 276

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Triad Wealth Partners's BSEP Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Equity Buffer ETF September (BSEP) in Q3 2024, closing a stake of 859 shares — an estimated $34.9K sold.

Triad Wealth Partners first reported a position in BSEP in Q2 2024 and held it in 1 quarter. The position peaked at $34.9K in Q2 2024. 97 funds tracked by Wall St. Rank hold BSEP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 859 Innovator US Equity Buffer ETF September shares in Q3 2024, an estimated $34.9K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Buffer ETF September in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Buffer ETF September position peaked at $34.9K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2024.

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