Lakeridge Wealth Management
PJUN icon

Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Lakeridge Wealth Management’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Buy
6,636
+390
+6% +$17.1K 0.11% 137
2026
Q2 		$270K Buy
+6,246
New +$269K 0.1% 155

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Osaic Holdings
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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lakeridge Wealth Management's PJUN Position: Q3 2026 in Review

Lakeridge Wealth Management increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 6.2% in Q3 2026, buying an estimated $17.1K and bringing the position to 6,636 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #137.

Lakeridge Wealth Management first reported a position in PJUN in Q2 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold PJUN as of Q3 2026.

  • Lakeridge Wealth Management held 6,636 shares of Innovator US Equity Power Buffer ETF June worth $292K as of Q3 2026.
  • Lakeridge Wealth Management bought 390 Innovator US Equity Power Buffer ETF June shares in Q3 2026, an estimated $17.1K.
  • Innovator US Equity Power Buffer ETF June made up 0.11% of Lakeridge Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2026.

Based on Lakeridge Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.