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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
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 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 ultra

Brookstone Capital Management
Kestra Advisory Services
Kfg Wealth Management
Onyx Bridge Wealth Group
Commonwealth Equity Services
Envestnet Asset Management
Advisor Group Holdings
Archer Investment Corp
MBL Wealth
Raymond James & Associates
Pallas Capital Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Berger Financial Group
Heritage Wealth Partners
Fiduciary Financial Group

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