Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	25,957 +1,965	+8%	+$80.2K	0.39%	52
2026 Q1	$958K	Hold	23,992	–	–	0.41%	52
2025 Q4	$950K	Hold	23,992	–	–	0.43%	46
2025 Q3	$933K	Hold	23,992	–	–	0.41%	45
2025 Q2	$907K	Buy	23,992 +2,691	+13%	+$97.5K	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%	+$1.53K	0.44%	43
2024 Q1	$690K	Hold	21,255	–	–	0.45%	44
2023 Q4	$669K	Buy	+21,255	New	+$644K	0.48%	39

Other funds holding PMAY

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Lakeridge Wealth Management increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 8.2% in Q2 2026, buying an estimated $80.2K and bringing the position to 25,957 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #52.

Lakeridge Wealth Management first reported a position in PMAY in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Lakeridge Wealth Management held 25,957 shares of Innovator US Equity Power Buffer ETF May worth $1.07M as of Q2 2026.
Lakeridge Wealth Management bought 1,965 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $80.2K.
Innovator US Equity Power Buffer ETF May made up 0.39% of Lakeridge Wealth Management's portfolio in Q2 2026, its #52 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

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