LWM
Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Hold |
41,138
| – | – | 0.83% | 24 |
|
|
2025
Q1 | $1.65M | Sell |
41,138
-353
| -0.9% | -$14.2K | 0.83% | 26 |
|
|
2024
Q4 | $1.71M | Hold |
41,491
| – | – | 0.88% | 23 |
|
|
2024
Q3 | $1.68M | Buy |
41,491
+3,180
| +8% | +$129K | 0.92% | 24 |
|
|
2024
Q2 | $1.49M | Hold |
38,311
| – | – | 0.89% | 24 |
|
|
2024
Q1 | $1.46M | Hold |
38,311
| – | – | 0.94% | 22 |
|
|
2023
Q4 | $1.39M | Buy |
+38,311
| New | +$1.39M | 1% | 21 |
|