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Innovator Etfs Tr s&p 500 power shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power 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 Etfs Tr s&p 500 power by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 25k 41.32
2024-06-30 $1.0M 25k 40.23
2024-03-31 $973k 25k 39.11

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 Etfs Tr s&p 500 power

Alliancebernstein
Advisor Group Holdings
Commonwealth Equity Services
Penserra Capital Management
Mml Investors Services
Raymond James Financial Services Advisors
Cetera Investment Advisers
Range Financial Group
Southland Equity Partners
Kestra Advisory Services
Kovitz Investment Group Partners
BKD Wealth Advisors
Bellwether Advisors
Envestnet Asset Management
Motiv8 Investments

View all funds holding Innovator Etfs Tr s&p 500 power