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Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

Triad Wealth Partners’s Portfolio UFEB Stock Details UFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,763
Closed -$55.8K – 853
2024
Q2 		$55.8K Buy
+1,763
New +$54.6K 0.03% 214

Other funds holding UFEB

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF February (UFEB) in Q3 2024, closing a stake of 1,763 shares — an estimated $55.8K sold.

Triad Wealth Partners first reported a position in UFEB in Q2 2024 and held it in 1 quarter. The position peaked at $55.8K in Q2 2024. 61 funds tracked by Wall St. Rank hold UFEB as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,763 Innovator US Equity Ultra Buffer ETF February shares in Q3 2024, an estimated $55.8K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF February in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF February position peaked at $55.8K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q3 2024.

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