KWM
ZSEP

Kingsview Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr September ZSEP Stock Holding History

Kingsview Wealth Management’s Portfolio ZSEP Stock Details ZSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,584
Closed -$316K – 1200
2024
Q4 		$316K Sell
12,584
-3,302
-21% -$82.8K 0.01% 886
2024
Q3 		$395K Buy
+15,886
New +$395K 0.01% 787