Lakeridge Wealth Management’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$422K Buy
2025
Q2
$390K Hold
2025
Q1
$361K Hold
2024
Q4
$370K Sell
2024
Q3
$397K Sell
2024
Q2
$427K Hold
2024
Q1
$414K Hold
2023
Q4
$390K Buy