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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 (UNOV) 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 $233k 6.9k 33.89
2024-06-30 $229k 6.9k 33.32
2024-03-31 $225k 6.9k 32.70

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

Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brookstone Capital Management
Commonwealth Equity Services
Buska Wealth Management
Kfg Wealth Management
Castle Rock Wealth Management
Atticus Wealth Management
AE Wealth Management
Arete Wealth Advisors
Spire Wealth Management
Central Valley Advisors
Citadel Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers

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