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Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Triad Wealth Partners’s Portfolio USEP Stock Details USEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,351
Closed -$113K – 874
2024
Q2 		$113K Buy
+3,351
New +$111K 0.06% 142

Other funds holding USEP

KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q3 2024, closing a stake of 3,351 shares — an estimated $113K sold.

Triad Wealth Partners first reported a position in USEP in Q2 2024 and held it in 1 quarter. The position peaked at $113K in Q2 2024. 69 funds tracked by Wall St. Rank hold USEP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,351 Innovator US Equity Ultra Buffer ETF September shares in Q3 2024, an estimated $113K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF September in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF September position peaked at $113K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q3 2024.

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