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Triad Wealth Partners’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Triad Wealth Partners’s Portfolio TBJL Stock Details TBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-69
Closed -$1.39K – 805
2024
Q2 		$1.39K Buy
+69
New +$1.36K ﹤0.01% 828

Other funds holding TBJL

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Triad Wealth Partners's TBJL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q3 2024, closing a stake of 69 shares — an estimated $1.39K sold.

Triad Wealth Partners first reported a position in TBJL in Q2 2024 and held it in 1 quarter. The position peaked at $1.39K in Q2 2024. 19 funds tracked by Wall St. Rank hold TBJL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 69 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q3 2024, an estimated $1.39K.
  • Triad Wealth Partners first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $1.39K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.