Lakeridge Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$710K	Sell
2025 Q2	$693K	Hold
2025 Q1	$652K	Sell
2024 Q4	$672K	Sell
2024 Q3	$705K	Hold
2024 Q2	$691K	Hold
2024 Q1	$673K	Hold
2023 Q4	$646K	Buy