Kfg Wealth Management, LLC Purchases and Sells in Q2 2025

Kfg Wealth Management, LLC

$434 Million
Q2 2025

Top Buys

Incresed Positions

133 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	101K + 7.34%	$36.36 - $41.4 $3.66M - $4.17M	1.47M $61M
UFEB	126K + 40.88%	$30.9 - $34.31 $3.9M - $4.33M	435K $14.9M
DRSK	74.6K + 5.55%	$26.75 - $28.79 $2M - $2.15M	1.42M $40.8M
SPEM	36.6K + 8.59%	$34.72 - $42.74 $1.27M - $1.57M	463K $19.8M
BUFF	15.3K + 3.76%	$41.3 - $47.0 $632K - $719K	422K $19.8M
PSTP	21.4K + 3.7%	$29.4 - $33.37 $629K - $714K	600K $20M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	23.4K New	$180.84 - $240.32 $4.23M - $5.62M	23.4K $5.62M
VGT	1.65K New	$470.37 - $663.28 $777K - $1.1M	1.65K $1.1M
PNC	2.17K New	$149.76 - $186.42 $325K - $405K	2.17K $404K
SLV	11K New	$27.08 - $33.74 $298K - $371K	11K $361K
WFC	4.12K New	$60.98 - $80.12 $251K - $330K	4.12K $330K
SHW	924 New	$313.51 - $363.51 $290K - $336K	924 $317K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-7.56K - 29.89%	$416.06 - $551.64 $3.14M - $4.17M	17.7K $9.78M
IVV	-2.22K - 61.75%	$498.8 - $620.9 $1.11M - $1.38M	1.38K $853K
UJUL	-36.5K - 17.99%	$31.44 - $36.79 $1.15M - $1.34M	166K $6.12M
IEFA	-7.51K - 64.37%	$67.83 - $84.09 $509K - $631K	4.16K $346K
REZ	-4.6K - 19.75%	$76.14 - $86.35 $350K - $397K	18.7K $1.54M
UOCT	-17.6K - 20.93%	$32.79 - $36.78 $576K - $646K	66.3K $2.44M

Activity Summary All Purchases 152 New Holdings 19 Increased Positions 133 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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