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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 (UJAN) 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 $233k 5.5k 42.13
2025-06-30 $224k 5.5k 40.45

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

Talon Private Wealth
Sonoma Allocations
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
CWM
Branch Banking & Trust Company
Hartland & Co
Brookstone Capital Management
Berkshire Money Management
We Are One Seven
LPL Financial
Prairie Wealth Advisors
Raymond James Financial

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