Kingsview Wealth Management, LLC Innovator Etfs Tr Us Equity Ac Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$21.87 - $23.68 $202,297 - $219,040	9,250 New	9,250 $214,000

Others Institutions Holding XBOC

# of Institutions

49

Shares Held

2.44M

Call Options Held

0

Put Options Held

0

Gradient Investments LLC

1.09M
Shares

$33.9 Million
0.81% of portfolio
Cetera Investment Advisers Schaumburg, IL

230K
Shares

$7.18 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

131K
Shares

$4.07 Million
0.01% of portfolio
Blue Bell Private Wealth Management, LLC

117K
Shares

$3.63 Million
0.69% of portfolio
High Tower Advisors, LLC Chicago, IL

102K
Shares

$3.18 Million
0.0% of portfolio

About INNOVATOR ETFS TR US EQUITY AC

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