LWM
Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
23,992
+2,691
| +13% | +$102K | 0.42% | 41 |
|
|
2025
Q1 | $763K | Hold |
21,301
| – | – | 0.38% | 49 |
|
|
2024
Q4 | $765K | Hold |
21,301
| – | – | 0.4% | 44 |
|
|
2024
Q3 | $751K | Hold |
21,301
| – | – | 0.41% | 43 |
|
|
2024
Q2 | $727K | Buy |
21,301
+46
| +0.2% | +$1.57K | 0.44% | 43 |
|
|
2024
Q1 | $690K | Hold |
21,255
| – | – | 0.45% | 44 |
|
|
2023
Q4 | $669K | Buy |
+21,255
| New | +$669K | 0.48% | 39 |
|