Kingsview Wealth Management, LLC JAJL Holdings History
Kingsview Wealth Management, LLC's Innovator Equity Defined Protection ETF - 6mo Jan/Jul Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 1.36 Mil shares of Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL), totaling $36.85 Mil. This investment constitutes 0.69% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 14.86% of the outstanding Innovator Equity Defined Protection ETF - 6mo Jan/Jul(JAJL) stock.
The initial trade took place in 2024Q3. And since then Kingsview Wealth Management, LLC has made 2 purchases of JAJL, at an average price of $27.37, for a total of 1.36 Mil shares. In addition, there have been 1 sales at an average price of $26.97 for 997.00 shares. Based on historical transaction data and JAJL's current price of $28.27, Kingsview Wealth Management, LLC's estimated gain on his JAJL holdings is $1.23 Mil, reflecting a 3.30% gain to date.
Kingsview Wealth Management, LLC JAJL ($28.27) Holding Chart
Kingsview Wealth Management, LLC JAJL ($28.27) 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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