Kingsview Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History

Kingsview Wealth Management, LLC

$3.76 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	N/A	-41,893 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	N/A	41,893 New	41,893 $1.45 Million

Others Institutions Holding BOCT

# of Institutions

92

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$24.8 Million
1.69% of portfolio
Commonwealth Equity Services, LLC

586K
Shares

$24.4 Million
0.04% of portfolio
Integral Investment Advisors, Inc.

238K
Shares

$9.9 Million
4.04% of portfolio
Penserra Capital Management LLC Orinda, CA

215K
Shares

$8.94 Million
0.11% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

175K
Shares

$7.29 Million
0.41% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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