Kingsview Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
11,089
| – | – | 0.01% | 914 |
|
|
2025
Q1 | $311K | Sell |
11,089
-4,505
| -29% | -$126K | 0.01% | 877 |
|
|
2024
Q4 | $433K | Sell |
15,594
-5,321
| -25% | -$148K | 0.01% | 792 |
|
|
2024
Q3 | $574K | Sell |
20,915
-11,090
| -35% | -$304K | 0.01% | 670 |
|
|
2024
Q2 | $857K | Sell |
32,005
-5,600
| -15% | -$150K | 0.02% | 549 |
|
|
2024
Q1 | $989K | Sell |
37,605
-31,813
| -46% | -$837K | 0.02% | 500 |
|
|
2023
Q4 | $1.78M | Buy |
69,418
+46,069
| +197% | +$1.18M | 0.05% | 308 |
|
|
2023
Q3 | $570K | Buy |
+23,349
| New | +$570K | 0.02% | 581 |
|