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Triad Wealth Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

Triad Wealth Partners’s Portfolio NJUL Stock Details NJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-402
Closed -$23.9K – 603
2024
Q2 		$23.9K Buy
+402
New +$23.4K 0.01% 320

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TWM
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RJFSA
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Truist Financial
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MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator Growth-100 Power Buffer ETF July (NJUL) in Q3 2024, closing a stake of 402 shares — an estimated $23.9K sold.

Triad Wealth Partners first reported a position in NJUL in Q2 2024 and held it in 1 quarter. The position peaked at $23.9K in Q2 2024. 101 funds tracked by Wall St. Rank hold NJUL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator Growth-100 Power Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 402 Innovator Growth-100 Power Buffer ETF July shares in Q3 2024, an estimated $23.9K.
  • Triad Wealth Partners first reported a position in Innovator Growth-100 Power Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator Growth-100 Power Buffer ETF July position peaked at $23.9K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q3 2024.

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