TWP
HOCT

Triad Wealth Partners’s Innovator Premium Income 9 Buffer ETF October HOCT Stock Holding History

Triad Wealth Partners’s Portfolio HOCT Stock Details HOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,037
Closed -$145K – 414
2024
Q2 		$145K Buy
+6,037
New +$145K 0.08% 116

Other funds holding HOCT

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator Premium Income 9 Buffer ETF October (HOCT) in Q3 2024, closing a stake of 6,037 shares — an estimated $145K sold.

Triad Wealth Partners first reported a position in HOCT in Q2 2024 and held it in 1 quarter. The position peaked at $145K in Q2 2024. 8 funds tracked by Wall St. Rank hold HOCT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator Premium Income 9 Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 6,037 Innovator Premium Income 9 Buffer ETF October shares in Q3 2024, an estimated $145K.
  • Triad Wealth Partners first reported a position in Innovator Premium Income 9 Buffer ETF October in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator Premium Income 9 Buffer ETF October position peaked at $145K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 9 Buffer ETF October as of Q3 2024.

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