Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Lakeridge Wealth Management’s Portfolio PJUL Stock Details PJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Hold	41,392	–	–	0.74%	27
2026 Q1	$1.9M	Sell	41,392 -450	-1%	-$20.9K	0.82%	27
2025 Q4	$1.94M	Hold	41,842	–	–	0.88%	26
2025 Q3	$1.91M	Buy	41,842 +704	+2%	+$31.5K	0.85%	24
2025 Q2	$1.8M	Hold	41,138	–	–	0.83%	24
2025 Q1	$1.65M	Sell	41,138 -353	-0.9%	-$14.6K	0.83%	26
2024 Q4	$1.71M	Hold	41,491	–	–	0.88%	23
2024 Q3	$1.68M	Buy	41,491 +3,180	+8%	+$125K	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	+$1.33M	1%	21

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lakeridge Wealth Management's PJUL Position: Q2 2026 in Review

Lakeridge Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 41,392 shares worth $2.02M. The position accounts for 0.74% of the portfolio, ranked #27.

Lakeridge Wealth Management first reported a position in PJUL in Q4 2023 and has held it in 11 quarters since. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

Lakeridge Wealth Management held 41,392 shares of Innovator US Equity Power Buffer ETF July worth $2.02M as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF July made up 0.74% of Lakeridge Wealth Management's portfolio in Q2 2026, its #27 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.