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Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History

Kingsview Wealth Management’s Portfolio USEP Stock Details USEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26,911
Closed -$730K – 938
2020
Q4 		$730K Buy
+26,911
New +$715K 0.05% 353

Other funds holding USEP

AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingsview Wealth Management's USEP Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q1 2021, closing a stake of 26,911 shares — an estimated $730K sold.

Kingsview Wealth Management first reported a position in USEP in Q4 2020 and held it in 1 quarter. The position peaked at $730K in Q4 2020. 33 funds tracked by Wall St. Rank hold USEP as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 26,911 Innovator US Equity Ultra Buffer ETF September shares in Q1 2021, an estimated $730K.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF September in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF September position peaked at $730K in Q4 2020.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.