Kingsview Wealth Management, LLC IJAN — INNOVATOR ETFS TRUST

Ownership history in Kingsview Wealth Management, LLC  ·  4 quarters on record

AI Ownership Summary

Kingsview Wealth Management, LLC reported INNOVATOR ETFS TRUST (IJAN) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows IJAN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingsview Wealth Management, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IJAN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJAN stock page Kingsview Wealth Management, LLC fund profile Kingsview Wealth Management, LLC full holdings
How Kingsview Wealth Management, LLC held IJAN — position size vs. price
% of Fund (quarterly)    IJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6.9% +2.6% ❌ 7,218 -535 -6.9% 0.00% $254K 2025-11-12 $35.71
2025 Q2 ADDED — — — 7,753 +194 +2.6% 0.00% $265K 2025-08-08 $34.57
2025 Q1 ADDED — — — 7,559 +1,352 +21.8% 0.00% $242K 2025-05-02 $32.93
2024 Q3 INITIATED — — — 6,207 — — 0.00% $205K 2024-11-12 $31.13

🏢 Other funds also holding IJAN

As of 2026 Q1 — sorted by position size

Long Island Wealth Management, Inc. 8.59% Compass Advisory Group LLC 3Y 8.08% RED CRANE WEALTH MANAGEMENT, LLC 3.2% BFI Wealth Solutions, LLC 2.8% Cornerstone Wealth, LLC/TN 2.67% HFG Wealth Management, LLC 2.27% JDM Financial Group LLC 3Y 1.16% My Personal CFO, LLC 3Y 0.9% VanWeelden Wealth Management, LLC 0.82% CORRADO ADVISORS, LLC 3Y 7Y 0.75%

FAQ About Kingsview Wealth Management, LLC and IJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kingsview Wealth Management, LLC reported owning IJAN?

Kingsview Wealth Management, LLC reported IJAN across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IJAN position in Kingsview Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IJAN was 0.00% in 2025 Q1.

What is the latest reported IJAN position on this page?

The most recent filing on this page is 2025 Q3, when Kingsview Wealth Management, LLC reported 7,218 shares, equal to 0.00% of portfolio, with an estimated market value of $254K.

What does the chart on this IJAN ownership page compare?

The chart compares Kingsview Wealth Management, LLC's quarterly IJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kingsview Wealth Management, LLC time their IJAN position?

Based on 13F filing dates vs. subsequent IJAN price moves, Kingsview Wealth Management, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IJAN relative to SPY over the holding period was -1.0%.

← Back to Kingsview Wealth Management, LLC Holdings