Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
12,760
-199
| -2% | -$7.91K | 0.01% | 767 |
|
|
2025
Q1 | $480K | Sell |
12,959
-6,389
| -33% | -$236K | 0.01% | 734 |
|
|
2024
Q4 | $726K | Sell |
19,348
-7,945
| -29% | -$298K | 0.01% | 636 |
|
|
2024
Q3 | $1.01M | Sell |
27,293
-2,944
| -10% | -$109K | 0.02% | 527 |
|
|
2024
Q2 | $1.08M | Buy |
30,237
+20,481
| +210% | +$730K | 0.03% | 495 |
|
|
2024
Q1 | $337K | Sell |
9,756
-50
| -0.5% | -$1.73K | 0.01% | 780 |
|
|
2023
Q4 | $327K | Sell |
9,806
-1,352
| -12% | -$45.1K | 0.01% | 736 |
|
|
2023
Q3 | $349K | Buy |
11,158
+2,135
| +24% | +$66.8K | 0.01% | 712 |
|
|
2023
Q2 | $286K | Buy |
+9,023
| New | +$286K | 0.01% | 756 |
|