KWM
PJAN icon

Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Kingsview Wealth Management’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,850
Closed -$258K – 1272
2025
Q2 		$258K Hold
5,850
– – ﹤0.01% 1004
2025
Q1 		$243K Buy
5,850
+550
+10% +$23.3K ﹤0.01% 971
2024
Q4 		$224K Sell
5,300
-1,251
-19% -$52.3K ﹤0.01% 1013
2024
Q3 		$271K Sell
6,551
-167
-2% -$6.78K 0.01% 922
2024
Q2 		$270K Sell
6,718
-421
-6% -$16.6K 0.01% 875
2024
Q1 		$279K Buy
7,139
+953
+15% +$36.4K 0.01% 845
2023
Q4 		$230K Sell
6,186
-1,596
-21% -$57.2K 0.01% 852
2023
Q3 		$271K Sell
7,782
-1,560
-17% -$55.1K 0.01% 785
2023
Q2 		$328K Buy
9,342
+839
+10% +$28.4K 0.01% 718
2023
Q1 		$282K Buy
8,503
+1,448
+21% +$47.2K 0.01% 731
2022
Q4 		$222K Sell
7,055
-4,121
-37% -$129K 0.01% 759
2022
Q3 		$329K Sell
11,176
-100
-0.9% -$3.1K 0.02% 615
2022
Q2 		$339K Buy
+11,276
New +$350K 0.02% 626

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Commonwealth Equity Services
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Raymond James Financial
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MA
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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return