Kingsview Wealth Management, LLC BUFF holdings history
INNOVATOR LADDERED ALLOCATIO · CUSIP 45783Y814 · CIK 1791965
As of 2026-06-30, Kingsview Wealth Management, LLC reported 534.40K BUFF (shares), valued at $28.15M, or 0.34% of its reported non-derivative portfolio. Filed 2026-08-19.
Verify history & sources →Shares increased 2.69%; reported value increased 9.49%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.34% | 534,402 | SEC filing ↗Filed Aug 19, 2026 |
| Q1 2026 | 0.35% | 520,381 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.37% | 514,676 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.38% | 502,892 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.40% | 497,538 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.45% | 542,393 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.43% | 1,629,613 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.50% | 542,485 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.54% | 1,521,214 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.54% | 1,474,194 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.94% | 783,312 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 0.66% | 490,641 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.66% | 490,641 | $18.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 0.94% | 783,312 | $31.40M | Shares increased 59.65%; reported value increased 70.63%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.54% | 1,474,194 | $61.53M | Shares increased 88.20%; reported value increased 95.99%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.54% | 1,521,214 | $65.22M | Shares increased 3.19%; reported value increased 5.98%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.50% | 542,485 | $23.93M | Shares decreased 64.34%; reported value decreased 63.30%, and weight changed -1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 1.43% | 1,629,613 | $73.19M | Shares increased 200.40%; reported value increased 205.78%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.45% | 542,393 | $23.91M | Shares decreased 66.72%; reported value decreased 67.32%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 0.40% | 497,538 | $23.38M | Shares decreased 8.27%; reported value decreased 2.22%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 0.38% | 502,892 | $24.57M | Shares increased 1.08%; reported value increased 5.07%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.37% | 514,676 | $25.66M | Shares increased 2.34%; reported value increased 4.45%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.35% | 520,381 | $25.71M | Shares increased 1.11%; reported value increased 0.20%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.34% | 534,402 | $28.15M | Shares increased 2.69%; reported value increased 9.49%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2026 |
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