Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $258K | Hold |
5,850
| – | – | ﹤0.01% | 1003 |
|
2025
Q1 | $243K | Buy |
5,850
+550
| +10% | +$22.8K | ﹤0.01% | 971 |
|
2024
Q4 | $224K | Sell |
5,300
-1,251
| -19% | -$52.9K | ﹤0.01% | 1013 |
|
2024
Q3 | $271K | Sell |
6,551
-167
| -2% | -$6.9K | 0.01% | 922 |
|
2024
Q2 | $270K | Sell |
6,718
-421
| -6% | -$16.9K | 0.01% | 875 |
|
2024
Q1 | $279K | Buy |
7,139
+953
| +15% | +$37.3K | 0.01% | 845 |
|
2023
Q4 | $230K | Sell |
6,186
-1,596
| -21% | -$59.4K | 0.01% | 852 |
|
2023
Q3 | $271K | Sell |
7,782
-1,560
| -17% | -$54.3K | 0.01% | 785 |
|
2023
Q2 | $328K | Buy |
9,342
+839
| +10% | +$29.5K | 0.01% | 718 |
|
2023
Q1 | $282K | Buy |
8,503
+1,448
| +21% | +$48.1K | 0.01% | 731 |
|
2022
Q4 | $222K | Sell |
7,055
-4,121
| -37% | -$130K | 0.01% | 759 |
|
2022
Q3 | $329K | Sell |
11,176
-100
| -0.9% | -$2.94K | 0.02% | 615 |
|
2022
Q2 | $339K | Buy |
+11,276
| New | +$339K | 0.02% | 626 |
|