Innovator S&p 500 Pwr Buffer shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $737k | 19k | 39.69 |
| 2025-06-30 | $720k | 19k | 38.01 |
| 2025-03-31 | $614k | 17k | 35.82 |
| 2024-12-31 | $627k | 17k | 36.80 |
| 2024-09-30 | $615k | 17k | 36.04 |
| 2024-06-30 | $599k | 17k | 35.13 |
| 2024-03-31 | $582k | 17k | 34.16 |
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