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Kingsview Wealth Management’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Kingsview Wealth Management’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,456
Closed -$277K – 1100
2024
Q4 		$277K Sell
6,456
-847
-12% -$36.3K 0.01% 937
2024
Q3 		$308K Buy
+7,303
New +$300K 0.01% 879

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Kingsview Wealth Management's BSEP Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Buffer ETF September (BSEP) in Q1 2025, closing a stake of 6,456 shares — an estimated $277K sold.

Kingsview Wealth Management first reported a position in BSEP in Q3 2024 and held it in 2 quarters. The position peaked at $308K in Q3 2024. 97 funds tracked by Wall St. Rank hold BSEP as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,456 Innovator US Equity Buffer ETF September shares in Q1 2025, an estimated $277K.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Buffer ETF September in Q3 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Innovator US Equity Buffer ETF September position peaked at $308K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.