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Triad Wealth Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Triad Wealth Partners’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Sell
6,922
-3,031
-30% -$133K 0.02% 395
2025
Q4 		$435K Sell
9,953
-3
-0% -$130 0.04% 291
2025
Q3 		$428K Buy
9,956
+879
+10% +$36.8K 0.06% 229
2025
Q2 		$371K Hold
9,077
– – 0.08% 190
2025
Q1 		$349K Hold
9,077
– – 0.11% 140
2024
Q4 		$355K Buy
+9,077
New +$354K 0.13% 119
2024
Q3 		– Sell
-6,526
Closed -$245K – 688
2024
Q2 		$245K Buy
+6,526
New +$240K 0.13% 79

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