KWM
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Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Kingsview Wealth Management’s Portfolio UJUN Stock Details UJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,621
Closed -$216K – 1026
2023
Q3 		$216K Buy
+7,621
New +$218K 0.01% 858

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

Kingsview Wealth Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q4 2023, closing a stake of 7,621 shares — an estimated $216K sold.

Kingsview Wealth Management first reported a position in UJUN in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 39 funds tracked by Wall St. Rank hold UJUN as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,621 Innovator US Equity Ultra Buffer ETF June shares in Q4 2023, an estimated $216K.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $216K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q4 2023.

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