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Innovator Etfs Tr S&p 500 Pwr Bu shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Innovator Etfs Tr S&p 500 Pwr Bu

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr S&p 500 Pwr Bu 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 Pwr Bu by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $270k 6.2k 43.23

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Microsoft Corporation (MSFT)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Innovator Etfs Tr S&p 500 Pwr Bu

Alliancebernstein
Penserra Capital Management
Steward Partners Investment Advisory
Commonwealth Equity Services
Advisor Group Holdings
Brookstone Capital Management
Colony
HighTower Advisors
Raymond James Financial
Cetera Investment Advisers
Lineweaver Wealth Advisors
Advisory Alpha
Envestnet Asset Management
LPL Financial
William Blair $ Company

View all funds holding Innovator Etfs Tr S&p 500 Pwr Bu