Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Kfg Wealth Management, LLC

$385 Million
Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 204,644 shares of UAPR stock, worth $6.45 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

204,644

Previous 226,752 9.75%

Holding current value

$6.45 Million

Previous $6.85 Million 7.83%

% of portfolio

1.64%

Previous 1.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$30.02 - $31.23 $663,682 - $690,432	-22,108 Reduced 9.75%	204,644 $6.31 Million
Q3 2024 Oct 15, 2024	SELL	$28.28 - $30.21 $177,881 - $190,020	-6,290 Reduced 2.7%	226,752 $6.85 Million
Q2 2024 Jul 19, 2024	BUY	$27.32 - $29.08 $3.81 Million - $4.06 Million	139,481 Added 149.08%	233,042 $6.77 Million
Q1 2024 Apr 19, 2024	BUY	$27.32 - $28.16 $319,507 - $329,331	11,695 Added 14.29%	93,561 $2.63 Million
Q4 2023 Jan 31, 2024	SELL	$25.15 - $27.45 $140,286 - $153,116	-5,578 Reduced 6.38%	81,866 $2.25 Million
Q3 2023 Oct 17, 2023	SELL	$25.68 - $26.39 $36,465 - $37,473	-1,420 Reduced 1.6%	87,444 $2.25 Million
Q2 2023 Jul 18, 2023	BUY	$24.84 - $26.07 $543,052 - $569,942	21,862 Added 32.63%	88,864 $2.32 Billion
Q1 2023 Apr 14, 2023	BUY	$24.75 - $25.12 $90,807 - $92,165	3,669 Added 5.79%	67,002 $1.68 Billion
Q4 2022 Jan 18, 2023	BUY	$24.29 - $25.17 $1.54 Million - $1.59 Million	63,333 New	63,333 $1.57 Billion

Others Institutions Holding UAPR

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
Sector ETFs
Industry ETFs

More about UAPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Account

Kfg Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History