Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
27,739
-2,167
| -7% | -$95K | 0.02% | 539 |
|
|
2025
Q1 | $1.2M | Hold |
29,906
| – | – | 0.02% | 497 |
|
|
2024
Q4 | $1.23M | Sell |
29,906
-2,890
| -9% | -$119K | 0.02% | 500 |
|
|
2024
Q3 | $1.33M | Buy |
32,796
+27,102
| +476% | +$1.1M | 0.03% | 466 |
|
|
2024
Q2 | $221K | Sell |
5,694
-608
| -10% | -$23.6K | 0.01% | 950 |
|
|
2024
Q1 | $239K | Sell |
6,302
-9,124
| -59% | -$347K | 0.01% | 905 |
|
|
2023
Q4 | $558K | Hold |
15,426
| – | – | 0.02% | 610 |
|
|
2023
Q3 | $520K | Buy |
+15,426
| New | +$520K | 0.02% | 609 |
|