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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.91M Buy
2025
Q2
$1.8M Hold
2025
Q1
$1.65M Sell
2024
Q4
$1.71M Hold
2024
Q3
$1.68M Buy
2024
Q2
$1.49M Hold
2024
Q1
$1.46M Hold
2023
Q4
$1.39M Buy