Number of Shares
542,393.00
Current Holdings Value*
$23.91 Mil
% of Portfolio
0.45%
Total Estimate Gain
$6.38 Mil
% of Total Estimate Gain
5.76%

Kingsview Wealth Management, LLC's Innovator Laddered Allocation Power Buffer ETF Holding Summary

As of 2025-03-31, Kingsview Wealth Management, LLC held 542,393.00 shares of Innovator Laddered Allocation Power Buffer ETF(BUFF), totaling $23.91 Mil. This investment constitutes 0.45% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 4.11% of the outstanding Innovator Laddered Allocation Power Buffer ETF(BUFF) stock.

The initial trade took place in 2024Q1. And since then Kingsview Wealth Management, LLC has made 3 purchases of BUFF, at an average price of $42.50, for a total of 2.61 Mil shares. In addition, there have been 2 sales at an average price of $44.28 for 2.07 Mil shares. Based on historical transaction data and BUFF's current price of $47.46, Kingsview Wealth Management, LLC's estimated gain on his BUFF holdings is $6.38 Mil, reflecting a 5.76% gain to date.

Kingsview Wealth Management, LLC BUFF ($47.46) Holding Chart

Kingsview Wealth Management, LLC BUFF ($47.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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