KWM
Kingsview Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Buy |
1,684,463
+122,735
| +8% | +$4.12M | 0.96% | 19 |
|
|
2025
Q1 | $49M | Buy |
1,561,728
+1,210,207
| +344% | +$38M | 0.92% | 23 |
|
|
2024
Q4 | $11.5M | Buy |
351,521
+179,599
| +104% | +$5.86M | 0.22% | 83 |
|
|
2024
Q3 | $5.47M | Buy |
171,922
+42,430
| +33% | +$1.35M | 0.12% | 187 |
|
|
2024
Q2 | $4M | Buy |
129,492
+30,606
| +31% | +$945K | 0.09% | 209 |
|
|
2024
Q1 | $2.97M | Buy |
98,886
+88,762
| +877% | +$2.66M | 0.07% | 250 |
|
|
2023
Q4 | $277K | Buy |
+10,124
| New | +$277K | 0.01% | 797 |
|