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Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

Triad Wealth Partners’s Portfolio UNOV Stock Details UNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,234
Closed -$74.4K – 866
2024
Q2 		$74.4K Buy
+2,234
New +$73.5K 0.04% 178

Other funds holding UNOV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q3 2024, closing a stake of 2,234 shares — an estimated $74.4K sold.

Triad Wealth Partners first reported a position in UNOV in Q2 2024 and held it in 1 quarter. The position peaked at $74.4K in Q2 2024. 36 funds tracked by Wall St. Rank hold UNOV as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2,234 Innovator US Equity Ultra Buffer ETF November shares in Q3 2024, an estimated $74.4K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF November position peaked at $74.4K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q3 2024.

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