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Kingsview Wealth Management’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Kingsview Wealth Management’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,205
Closed -$301K – 1284
2025
Q3 		$301K Buy
9,205
+75
+0.8% +$2.41K ﹤0.01% 958
2025
Q2 		$292K Buy
9,130
+794
+10% +$24.1K ﹤0.01% 958
2025
Q1 		$243K Buy
8,336
+743
+10% +$21.4K ﹤0.01% 970
2024
Q4 		$210K Sell
7,593
-2,551
-25% -$72.4K ﹤0.01% 1044
2024
Q3 		$298K Buy
10,144
+565
+6% +$16.2K 0.01% 890
2024
Q2 		$269K Buy
9,579
+1,920
+25% +$54K 0.01% 877
2024
Q1 		$216K Sell
7,659
-194
-2% -$5.3K 0.01% 940
2023
Q4 		$213K Buy
+7,853
New +$203K 0.01% 883
2021
Q2 		– Sell
-9,027
Closed -$220K – 955
2021
Q1 		$220K Hold
9,027
– – 0.01% 741
2020
Q4 		$215K Buy
+9,027
New +$212K 0.02% 630

Other funds holding IJUL

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kingsview Wealth Management's IJUL Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2025, closing a stake of 9,205 shares — an estimated $301K sold.

Kingsview Wealth Management first reported a position in IJUL in Q4 2020 and held it in 10 quarters. The position peaked at $301K in Q3 2025. 111 funds tracked by Wall St. Rank hold IJUL as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,205 Innovator International Developed Power Buffer ETF July shares in Q4 2025, an estimated $301K.
  • Kingsview Wealth Management first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2020 and held it in 10 quarters.
  • Kingsview Wealth Management's Innovator International Developed Power Buffer ETF July position peaked at $301K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.