Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,833
| Closed | -$216K | – | 1156 |
|
|
2024
Q2 | $216K | Sell |
5,833
-2,779
| -32% | -$103K | 0.01% | 962 |
|
|
2024
Q1 | $311K | Sell |
8,612
-333
| -4% | -$12K | 0.01% | 802 |
|
|
2023
Q4 | $308K | Sell |
8,945
-312
| -3% | -$10.7K | 0.01% | 758 |
|
|
2023
Q3 | $301K | Sell |
9,257
-1,421
| -13% | -$46.3K | 0.01% | 739 |
|
|
2023
Q2 | $349K | Buy |
+10,678
| New | +$349K | 0.01% | 695 |
|