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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $422k 11k 39.31
2025-06-30 $390k 10k 37.42
2025-03-31 $361k 10k 34.62
2024-12-31 $370k 10k 35.51
2024-09-30 $397k 11k 35.03
2024-06-30 $427k 13k 33.65
2024-03-31 $414k 13k 32.65

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Archer Investment Corp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kfg Wealth Management
MBL Wealth
Kestra Advisory Services
Envestnet Asset Management
Fiduciary Financial Group
Spire Wealth Management
Berger Financial Group
Central Valley Advisors
Strategic Blueprint

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