Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Kingsview Wealth Management’s Portfolio UAPR Stock Details UAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-42,322	Closed	-$1.09M	–	1024
2023 Q3	$1.09M	Sell	42,322 -981	-2%	-$25.6K	0.04%	410
2023 Q2	$1.13M	Hold	43,303	–	–	0.04%	369
2023 Q1	$1.08M	Buy	43,303 +32,845	+314%	+$818K	0.05%	379
2022 Q4	$259K	Buy	+10,458	New	+$259K	0.01%	713

Other funds holding UAPR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kingsview Wealth Management's UAPR Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2023, closing a stake of 42,322 shares — an estimated $1.09M sold.

Kingsview Wealth Management first reported a position in UAPR in Q4 2022 and held it in 4 quarters. The position peaked at $1.13M in Q2 2023. 58 funds tracked by Wall St. Rank hold UAPR as of Q4 2023.

Kingsview Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 42,322 Innovator US Equity Ultra Buffer ETF April shares in Q4 2023, an estimated $1.09M.
Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2022 and held it in 4 quarters.
Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF April position peaked at $1.13M in Q2 2023.
58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.