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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
Q2 		$270K Buy
+6,246
New +$269K 0.1% 155

Other funds holding PJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

Lakeridge Wealth Management opened a new position in Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2026: 6,246 shares worth $270K. The stake represents 0.1% of the portfolio and ranks #155 among its holdings.

22 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

  • Lakeridge Wealth Management held 6,246 shares of Innovator US Equity Power Buffer ETF June worth $270K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF June was a new Lakeridge Wealth Management position in Q2 2026.
  • Innovator US Equity Power Buffer ETF June made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #155 holding.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

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