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Triad Wealth Partners, LLC → JXN-PA

Triad Wealth Partners, LLC JXN-PA Position History

Jackson Financial Inc.

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.1M
Q4 2025$2.3M
Q1 2026$2.5M
Q2 2026$2.4M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M29.7K——
Q2 2026$2.4M33.5K——
Q1 2026$2.5M37.8K——
Q4 2025$2.3M34.3K——
Q3 2025$2.1M31.1K——

Other funds holding JXN-PA

Other Triad Wealth Partners, LLC positions

VGES

VANGUARD INDEX FDS

$171.1M
ETHA

ISHARES TR

$143.9M
VGES

VANGUARD INDEX FDS

$139M
ETHA

ISHARES TR

$124.7M
ETHA

ISHARES TR

$106.8M
ETHA

ISHARES TR

$96.5M
ETHA

ISHARES TR

$77.7M
ETHA

BLACKROCK ETF TRUST

$77.5M