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Triad Wealth Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Triad Wealth Partners’s Portfolio KJUL Stock Details KJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,600
Closed -$44.2K – 505
2024
Q2 		$44.2K Buy
+1,600
New +$44K 0.02% 242

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OBWG
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
KAS
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Triad Wealth Partners's KJUL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q3 2024, closing a stake of 1,600 shares — an estimated $44.2K sold.

Triad Wealth Partners first reported a position in KJUL in Q2 2024 and held it in 1 quarter. The position peaked at $44.2K in Q2 2024. 80 funds tracked by Wall St. Rank hold KJUL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,600 Innovator US Small Cap Power Buffer ETF July shares in Q3 2024, an estimated $44.2K.
  • Triad Wealth Partners first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Small Cap Power Buffer ETF July position peaked at $44.2K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q3 2024.

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