Kingswood Wealth Advisors, LLC INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
35,548
Previous 36,001 1.26%
Holding current value
$1.02 Billion
Previous $1.01 Billion 0.96%
% of portfolio
0.08%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-453 Reduced 1.26%
35,548 $1.02 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-2,354 Reduced 6.14%
36,001 $1.01 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
23,328 Added 155.24%
38,355 $1.07 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
15,027 New
15,027 $412 Million
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