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Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Triad Wealth Partners’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,667
Closed -$56.1K – 862
2024
Q2 		$56.1K Buy
+1,667
New +$54.6K 0.03% 211

Other funds holding UMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2024, closing a stake of 1,667 shares — an estimated $56.1K sold.

Triad Wealth Partners first reported a position in UMAR in Q2 2024 and held it in 1 quarter. The position peaked at $56.1K in Q2 2024. 56 funds tracked by Wall St. Rank hold UMAR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,667 Innovator US Equity Ultra Buffer ETF March shares in Q3 2024, an estimated $56.1K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $56.1K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2024.

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