LWM
Lakeridge Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
6,881
| – | – | 0.11% | 134 |
|
|
2025
Q1 | $234K | Hold |
6,881
| – | – | 0.12% | 137 |
|
|
2024
Q4 | $238K | Hold |
6,881
| – | – | 0.12% | 137 |
|
|
2024
Q3 | $233K | Hold |
6,881
| – | – | 0.13% | 136 |
|
|
2024
Q2 | $229K | Hold |
6,881
| – | – | 0.14% | 129 |
|
|
2024
Q1 | $225K | Hold |
6,881
| – | – | 0.15% | 120 |
|
|
2023
Q4 | $218K | Buy |
+6,881
| New | +$218K | 0.16% | 119 |
|