KWM
IJUL icon

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 – 1285
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
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BW
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William Blair & Company
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Osaic Holdings
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BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $282M AUM 12.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return