Triad Wealth Partners, LLC Innovator Etfs Tr Us Equity Ac Transaction History

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 8,595 shares of XBJL stock, worth $319,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,595

Holding current value

$319,905

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$36.0 - $37.45 $309,420 - $321,882	8,595 New	8,595 $322 Million

Others Institutions Holding XBJL

# of Institutions

Shares Held

2.78M

Call Options Held

Put Options Held

Gradient Investments LLC

1.1M
Shares

$41 Million
0.88% of portfolio
Cetera Investment Advisers Schaumburg, IL

331K
Shares

$12.3 Million
0.02% of portfolio
Mattson Financial Services, LLC Kentwood, MI

125K
Shares

$4.66 Million
1.12% of portfolio
High Tower Advisors, LLC Chicago, IL

118K
Shares

$4.4 Million
0.01% of portfolio
Brown Financial Advisors Milford, OH

116K
Shares

$4.31 Million
1.63% of portfolio

View Full List

About INNOVATOR ETFS TR US EQUITY AC

Ticker XBJL

More about XBJL

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Triad Wealth Partners, LLC Innovator Etfs Tr Us Equity Ac Transaction History