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Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Triad Wealth Partners’s Portfolio UJUN Stock Details UJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-171
Closed -$5.47K – 859
2024
Q2 		$5.47K Buy
+171
New +$5.36K ﹤0.01% 549

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q3 2024, closing a stake of 171 shares — an estimated $5.47K sold.

Triad Wealth Partners first reported a position in UJUN in Q2 2024 and held it in 1 quarter. The position peaked at $5.47K in Q2 2024. 49 funds tracked by Wall St. Rank hold UJUN as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 171 Innovator US Equity Ultra Buffer ETF June shares in Q3 2024, an estimated $5.47K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF June position peaked at $5.47K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q3 2024.

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