Kingsview Wealth Management’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
34,711
-1,432
| -4% | -$43.7K | 0.02% | 569 |
|
|
2025
Q1 | $1.06M | Buy |
36,143
+172
| +0.5% | +$5.03K | 0.02% | 527 |
|
|
2024
Q4 | $1.1M | Buy |
+35,971
| New | +$1.1M | 0.02% | 522 |
|
|
2021
Q2 | – | Sell |
-16,411
| Closed | -$436K | – | 897 |
|
|
2021
Q1 | $436K | Hold |
16,411
| – | – | 0.02% | 535 |
|
|
2020
Q4 | $426K | Buy |
+16,411
| New | +$426K | 0.03% | 478 |
|