Kingsview Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 10,965 shares of KJUL stock, worth $302,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,965

Previous 9,469 15.8%

Holding current value

$302,414

Previous $278,000 10.07%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$27.83 - $30.18 $41,633 - $45,149	1,496 Added 15.8%	10,965 $306,000
Q4 2024 Jan 28, 2025	SELL	$28.78 - $30.34 $6,619 - $6,978	-230 Reduced 2.37%	9,469 $278,000
Q3 2024 Nov 12, 2024	BUY	$27.38 - $29.23 $6,872 - $7,336	251 Added 2.66%	9,699 $282,000
Q2 2024 Aug 14, 2024	BUY	$26.59 - $28.26 $611 - $649	23 Added 0.24%	9,448 $261,000
Q1 2024 May 09, 2024	BUY	$26.22 - $28.08 $17,803 - $19,066	679 Added 7.76%	9,425 $264,000
Q4 2023 Feb 08, 2024	BUY	$23.87 - $27.32 $1,837 - $2,103	77 Added 0.89%	8,746 $236,000
Q3 2023 Nov 07, 2023	BUY	$24.83 - $26.45 $215,251 - $229,295	8,669 New	8,669 $216,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.89M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Kingsview Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History