LWM
Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
18,930
+1,800
| +11% | +$68.4K | 0.33% | 50 |
|
|
2025
Q1 | $614K | Buy |
17,130
+80
| +0.5% | +$2.87K | 0.31% | 62 |
|
|
2024
Q4 | $627K | Hold |
17,050
| – | – | 0.32% | 61 |
|
|
2024
Q3 | $614K | Hold |
17,050
| – | – | 0.34% | 60 |
|
|
2024
Q2 | $599K | Hold |
17,050
| – | – | 0.36% | 55 |
|
|
2024
Q1 | $582K | Buy |
+17,050
| New | +$582K | 0.38% | 51 |
|