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Triad Wealth Partners’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Triad Wealth Partners’s Portfolio PNOV Stock Details PNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,411
Closed -$214K – 381
2025
Q2 		$214K Buy
+5,411
New +$204K 0.04% 272

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Triad Wealth Partners's PNOV Position: Q3 2025 in Review

Triad Wealth Partners sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q3 2025, closing a stake of 5,411 shares — an estimated $214K sold.

Triad Wealth Partners first reported a position in PNOV in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 177 funds tracked by Wall St. Rank hold PNOV as of Q3 2025.

  • Triad Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF November position as of Q3 2025 after selling out during the quarter.
  • Triad Wealth Partners sold 5,411 Innovator US Equity Power Buffer ETF November shares in Q3 2025, an estimated $214K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF November in Q2 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Power Buffer ETF November position peaked at $214K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2025.

Based on Triad Wealth Partners's 13F filing for Q3 2025, filed 30 Oct 2025.