LWM
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Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF August PAUG Stock Holding History

Lakeridge Wealth Management’s Portfolio PAUG Stock Details PAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$327K Buy
8,075
+1,250
+18% +$50.6K 0.15% 112
2025
Q1 		$258K Hold
6,825
– – 0.13% 131
2024
Q4 		$263K Hold
6,825
– – 0.14% 128
2024
Q3 		$258K Buy
+6,825
New +$258K 0.14% 125