TWP
Triad Wealth Partners’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
14,171
-505
| -3% | -$19.2K | 0.11% | 144 |
|
|
2025
Q1 | $526K | Buy |
14,676
+2,639
| +22% | +$94.5K | 0.16% | 101 |
|
|
2024
Q4 | $443K | Sell |
12,037
-669
| -5% | -$24.6K | 0.16% | 99 |
|
|
2024
Q3 | $458K | Hold |
12,706
| – | – | 0.24% | 44 |
|
|
2024
Q2 | $446K | Buy |
+12,706
| New | +$446K | 0.23% | 42 |
|