Lakeridge Wealth Management »

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 (UDEC) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $705k 20k 35.00
2024-06-30 $691k 20k 34.29
2024-03-31 $674k 20k 33.42

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
We Are One Seven
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Milestone Asset Management
Commonwealth Equity Services
Kfg Wealth Management
Goss Wealth Management
Arete Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Castle Rock Wealth Management
Kestra Advisory Services
Spire Wealth Management
Strategic Blueprint
HighTower Advisors

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