Separate the three disclosure sources
Recent institutional filing receipts
Innovator Index Autocallable Income Strategy ETF: source evidence dated 2026-10-10T12:08:28.848Z.
- Manager
- Kingsview Wealth Management, LLC
- Report period
- 2026-06-30
- Available
- 2026-08-20
- Reported shares
- 13,692
- Value (USD)
- $348,461
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
Is this an insider transaction, 13F holding, or Congressional event?
Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.
13F 0001791965-26-000005Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ACII fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read ACII fundamentalsKeep reporting dates and units beside the answer, and inspect its original citations.
Recent Form 4 activity
No matching purchases, sales or awards were returned in this 90-day public filing window.
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90-day public availability window, up to 50 records.
Recent institutional filing receipts
See the complete recent institutional filing receipts
These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.
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| Kingsview Wealth Management, LLC | 2026-06-30 | 2026-08-20 | 13,692 | $348,461 | None |
| FSA Advisors, Inc. | 2026-06-30 | 2026-08-18 | 12,130 | $308,709 | None |
| Authentikos Wealth Advisory, LLC | 2026-06-30 | 2026-08-15 | 21,093 | $536,817 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 118,873 | $3,025,315 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 2,191 | $55,761 | None |
| Orion Porfolio Solutions, LLC | 2026-06-30 | 2026-08-15 | 23,069 | $587,105 | None |
| FSA Advisors, Inc. | 2026-06-30 | 2026-08-14 | 12,130 | $308,709 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 43,505 | $1,107,202 | None |
| Trek Financial, LLC | 2026-06-30 | 2026-08-14 | 8,017 | $204,033 | None |
| MORGAN STANLEY | 2026-06-30 | 2026-08-14 | 13,230 | $336,704 | None |
| Focus Partners Wealth | 2026-06-30 | 2026-08-13 | 43,031 | $1,095,155 | None |
| HARBOUR INVESTMENTS, INC. | 2026-06-30 | 2026-08-13 | 737 | $18,757 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 39,535 | $1,020,794 | None |
| JPMORGAN CHASE & CO | 2026-06-30 | 2026-08-13 | 23 | $594 | None |
| Stratos Wealth Advisors, LLC | 2026-06-30 | 2026-08-12 | 11,078 | $281,947 | None |
| Allworth Financial LP | 2026-06-30 | 2026-08-12 | 28 | $724 | None |
| Benson Wealth Management INC | 2026-06-30 | 2026-08-11 | 1,908 | $48,559 | None |
| Triad Wealth Partners, LLC | 2026-06-30 | 2026-08-11 | 14,613 | $370,220 | None |
| Csenge Advisory Group | 2026-06-30 | 2026-08-11 | 7,974 | $202,946 | None |
| Arax Advisory Partners | 2026-06-30 | 2026-08-11 | 3,184 | $81,037 | None |
| Rose Capital Advisors LLC | 2026-06-30 | 2026-08-08 | 12,256 | $311,924 | None |
| MML INVESTORS SERVICES, LLC | 2026-06-30 | 2026-08-08 | 12,459 | $317,074 | None |
| Global Retirement Partners, LLC | 2026-06-30 | 2026-08-07 | 200 | $5,090 | None |
| Goldenstone Wealth Management LLC | 2026-06-30 | 2026-08-06 | 27,734 | $705,824 | None |
| RPg Family Wealth Advisory, LLC | 2026-06-30 | 2026-08-06 | 161,406 | $4,107,783 | None |
| Signal Advisors Wealth, LLC | 2026-06-30 | 2026-08-05 | 10,373 | $263,993 | None |
| RPg Family Wealth Advisory, LLC | 2026-06-30 | 2026-08-05 | 162,400 | $4,133,080 | None |
| AE Wealth Management LLC | 2026-06-30 | 2026-08-04 | 67,542 | $1,718,939 | None |
| WEALTHGARDEN F.S. LLC | 2026-06-30 | 2026-08-01 | 9,851 | $250,707 | None |
| POM Investment Strategies, LLC | 2026-06-30 | 2026-08-01 | 3,096 | $78,793 | None |
| Soltis Investment Advisors LLC | 2026-06-30 | 2026-08-01 | 58,358 | $1,485,215 | None |
| FOUNDERS FINANCIAL SECURITIES LLC | 2026-06-30 | 2026-08-01 | 112,501 | $2,863,150 | None |
| CENTRAL TRUST Co | 2026-06-30 | 2026-08-01 | 154 | $3,920 | None |
| Oasis Advisors, LLC | 2026-06-30 | 2026-07-31 | 29,358 | $747,150 | None |
| Cornerstone Wealth, LLC/TN | 2026-06-30 | 2026-07-30 | 233,292 | $5,975,775 | None |
| Ashton Thomas Private Wealth, LLC | 2026-06-30 | 2026-07-30 | 480 | $12,216 | None |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-06-30 | 2026-07-30 | 189,423 | $4,820,830 | None |
| Key Capital Management, INC | 2026-06-30 | 2026-07-29 | 1,009 | $25,679 | None |
| Maia Wealth LLC | 2026-06-30 | 2026-07-29 | 20,127 | $512,232 | None |
| WealthPlan Investment Management, LLC | 2026-06-30 | 2026-07-29 | 53,731 | $1,367,454 | None |
| Clear Creek Financial Management, LLC | 2026-06-30 | 2026-07-29 | 11,164 | $284,124 | None |
| Bright Futures Wealth Management, LLC. | 2026-06-30 | 2026-07-25 | 30,840 | $784,876 | None |
| Arlington Capital Management, Inc. | 2026-06-30 | 2026-07-25 | 39,565 | $1,006,929 | None |
| Strategic Blueprint, LLC | 2026-06-30 | 2026-07-24 | 54,957 | $1,398,651 | None |
| RED REEF ADVISORS LLC | 2026-06-30 | 2026-07-24 | 2,388 | $60,780 | None |
| WINNACLE WEALTH LLC | 2026-06-30 | 2026-07-23 | 26,714 | $679,880 | None |
| EVOLUTION WEALTH MANAGEMENT INC. | 2026-06-30 | 2026-07-22 | 20,368 | $518,366 | None |
| IFP Advisors, Inc | 2026-06-30 | 2026-07-21 | 2,299 | $58,510 | None |
| BROWN WEALTH MANAGEMENT, LLC | 2026-06-30 | 2026-07-21 | 13,925 | $354,391 | None |
| Decker Retirement Planning Inc. | 2026-06-30 | 2026-07-17 | 1,351 | $34,383 | None |
No matching rows. Clear the filter to see all records.
90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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Bounded public source preview, up to 25 disclosed events.
How to read the disclosure dates
The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
Read the transaction codes
Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.