Kingsview Wealth Management, LLC Innovator Etfs Tr Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,130 shares of IJUL stock, worth $292,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,130

Previous 8,336 9.52%

Holding current value

$292,981

Previous $242,000 20.25%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$27.51 - $31.94 $21,842 - $25,360	794 Added 9.52%	9,130 $291,000
Q1 2025 May 02, 2025	BUY	$27.58 - $29.96 $20,491 - $22,260	743 Added 9.79%	8,336 $242,000
Q4 2024 Jan 28, 2025	SELL	$27.59 - $29.25 $70,382 - $74,616	-2,551 Reduced 25.15%	7,593 $210,000
Q3 2024 Nov 12, 2024	BUY	$27.47 - $29.55 $15,520 - $16,695	565 Added 5.9%	10,144 $298,000
Q2 2024 Aug 14, 2024	BUY	$27.14 - $28.98 $52,108 - $55,641	1,920 Added 25.07%	9,579 $269,000
Q1 2024 May 09, 2024	SELL	$26.49 - $28.24 $5,139 - $5,478	-194 Reduced 2.47%	7,659 $216,000
Q4 2023 Feb 08, 2024	BUY	$24.82 - $27.18 $194,911 - $213,444	7,853 New	7,853 $212,000
Q2 2021 Aug 17, 2021	SELL	$24.27 - $24.51 $219,085 - $221,251	-9,027 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$22.6 - $23.97 $204,010 - $216,377	9,027 New	9,027 $215,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.23M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Innovator Etfs Tr Transaction History