Kingsview Wealth Management’s Innovator US Equity 10 Buffer ETF Quarterly ZALT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
29,774
+9,849
| +49% | +$303K | 0.02% | 607 |
|
|
2025
Q1 | $593K | Buy |
19,925
+1,882
| +10% | +$56K | 0.01% | 676 |
|
|
2024
Q4 | $537K | Buy |
18,043
+4,602
| +34% | +$137K | 0.01% | 713 |
|
|
2024
Q3 | $393K | Buy |
13,441
+2,672
| +25% | +$78.2K | 0.01% | 790 |
|
|
2024
Q2 | $305K | Sell |
10,769
-5
| -0% | -$142 | 0.01% | 829 |
|
|
2024
Q1 | $295K | Buy |
+10,774
| New | +$295K | 0.01% | 817 |
|