Kingsview Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
10,358
-607
| -6% | -$17.7K | 0.01% | 941 |
|
|
2025
Q1 | $307K | Buy |
10,965
+1,496
| +16% | +$41.8K | 0.01% | 883 |
|
|
2024
Q4 | $279K | Sell |
9,469
-230
| -2% | -$6.77K | 0.01% | 934 |
|
|
2024
Q3 | $283K | Buy |
9,699
+251
| +3% | +$7.31K | 0.01% | 906 |
|
|
2024
Q2 | $261K | Buy |
9,448
+23
| +0.2% | +$636 | 0.01% | 886 |
|
|
2024
Q1 | $265K | Buy |
9,425
+679
| +8% | +$19.1K | 0.01% | 865 |
|
|
2023
Q4 | $237K | Buy |
8,746
+77
| +0.9% | +$2.09K | 0.01% | 839 |
|
|
2023
Q3 | $217K | Buy |
+8,669
| New | +$217K | 0.01% | 855 |
|