Triad Wealth Partners’s iShares S&P 100 ETF OEF Stock Holding History

Triad Wealth Partners’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Buy	5,345 +2,343	+78%	+$785K	0.13%	112
2025 Q4	$1.03M	Buy	3,002 +225	+8%	+$76.4K	0.1%	153
2025 Q3	$924K	Buy	2,777 +59	+2%	+$18.8K	0.12%	122
2025 Q2	$827K	Buy	2,718 +41	+2%	+$11.4K	0.17%	100
2025 Q1	$725K	Buy	+2,677	New	+$769K	0.23%	77
2024 Q3	–	Sell	-2	Closed	-$529	–	624
2024 Q2	$529	Buy	+2	New	+$501	﹤0.01%	918

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Triad Wealth Partners's OEF Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares S&P 100 ETF (OEF) stake by 78% in Q1 2026, buying an estimated $785K and bringing the position to 5,345 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #112.

Triad Wealth Partners first reported a position in OEF in Q2 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Triad Wealth Partners held 5,345 shares of iShares S&P 100 ETF worth $1.7M as of Q1 2026.
Triad Wealth Partners bought 2,343 iShares S&P 100 ETF shares in Q1 2026, an estimated $785K.
iShares S&P 100 ETF made up 0.13% of Triad Wealth Partners's portfolio in Q1 2026, its #112 holding.
Triad Wealth Partners first reported a position in iShares S&P 100 ETF in Q2 2024 and has held it in 6 quarters since.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.