Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Sell |
16,417
-634
| -4% | -$24K | 0.01% | 700 |
|
2025
Q1 | $610K | Sell |
17,051
-1,000
| -6% | -$35.8K | 0.01% | 668 |
|
2024
Q4 | $648K | Sell |
18,051
-684
| -4% | -$24.6K | 0.01% | 665 |
|
2024
Q3 | $660K | Hold |
18,735
| – | – | 0.01% | 633 |
|
2024
Q2 | $639K | Sell |
18,735
-1,164
| -6% | -$39.7K | 0.02% | 618 |
|
2024
Q1 | $646K | Sell |
19,899
-1,448
| -7% | -$47K | 0.02% | 606 |
|
2023
Q4 | $672K | Buy |
21,347
+209
| +1% | +$6.58K | 0.02% | 573 |
|
2023
Q3 | $624K | Hold |
21,138
| – | – | 0.02% | 560 |
|
2023
Q2 | $631K | Buy |
+21,138
| New | +$631K | 0.02% | 537 |
|