Triad Wealth Partners, LLC Innovator ETF Tr Us Equity Acc Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 8,482 shares of XBAP stock, worth $323,164. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,482

Holding current value

$323,164

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$36.72 - $37.86 $311,459 - $321,128	8,482 New	8,482 $321 Million

Others Institutions Holding XBAP

# of Institutions

Shares Held

4.89M

Call Options Held

Put Options Held

Allworth Financial LP

1.55M
Shares

$59 Million
0.28% of portfolio
Stuart Chaussee & Associates, Inc.

1.42M
Shares

$54.1 Million
20.07% of portfolio
Crosspoint Financial, LLC Tustin, CA

356K
Shares

$13.6 Million
35.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

328K
Shares

$12.5 Million
0.02% of portfolio
First Commonwealth Financial Corp Indiana, PA

292K
Shares

$11.1 Million
3.17% of portfolio

View Full List

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

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Triad Wealth Partners, LLC Innovator ETF Tr Us Equity Acc Transaction History