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Lakeridge Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Lakeridge Wealth Management’s Portfolio PSEP Stock Details PSEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$259K Hold
6,333
– – 0.12% 131
2025
Q1 		$243K Hold
6,333
– – 0.12% 133
2024
Q4 		$248K Hold
6,333
– – 0.13% 133
2024
Q3 		$244K Buy
+6,333
New +$244K 0.13% 131