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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

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Pwr Buffer held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $615k 17k 36.04
2024-06-30 $599k 17k 35.13
2024-03-31 $582k 17k 34.16

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Janney Montgomery Scott
Kestra Advisory Services
Raymond James Financial Services Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer