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TWP
Triad Wealth Partners’s
Innovator US Equity Power Buffer ETF January
PJAN
Stock Holding History
Triad Wealth Partners’s Portfolio
PJAN Stock Details
PJAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$6.33M
Buy
137,141
+28,078
+26%
+$1.32M
0.5%
43
2025
Q4
$5.13M
Buy
109,063
+19,332
+22%
+$894K
0.49%
50
2025
Q3
$4.11M
Buy
89,731
+36,908
+70%
+$1.66M
0.53%
41
2025
Q2
$2.33M
Buy
52,823
+25,213
+91%
+$1.06M
0.47%
46
2025
Q1
$1.14M
Buy
27,610
+13,942
+102%
+$591K
0.36%
49
2024
Q4
$577K
Buy
+13,668
New
+$571K
0.21%
78
2024
Q3
–
Sell
-2,202
Closed
-$88.6K
–
668
2024
Q2
$88.6K
Buy
+2,202
New
+$86.6K
0.05%
163
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BCM
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
AF
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1-Year Est. Return
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$34.9B AUM
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1-Year Est. Return
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$71.6B AUM
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1-Year Est. Return
PCS
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$712M AUM
25.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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