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

Kfg Wealth Management, LLC

  • $434 Million
  • Q2 2025

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 149,328 shares of UMAR stock, worth $5.71 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
149,328
Previous 130,878 14.1%
Holding current value
$5.71 Million
Previous $4.65 Million 20.83%
% of portfolio
1.29%
Previous 1.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$33.82 - $37.61 $623,979 - $693,904
18,450 Added 14.1%
149,328 $5.62 Million
Q1 2025

Apr 11, 2025
BUY
$35.26 - $36.57 $2.11 Million - $2.18 Million
59,725 Added 83.94%
130,878 $4.65 Million
Q4 2024

Jan 21, 2025
SELL
$34.72 - $35.93 $323,694 - $334,975
-9,323 Reduced 11.58%
71,153 $2.54 Million
Q3 2024

Oct 15, 2024
SELL
$32.83 - $34.88 $273,900 - $291,003
-8,343 Reduced 9.39%
80,476 $2.81 Million
Q2 2024

Jul 19, 2024
SELL
$31.69 - $33.71 $54,792 - $58,284
-1,729 Reduced 1.91%
88,819 $2.99 Million
Q1 2024

Apr 19, 2024
BUY
$31.53 - $32.66 $1.93 Million - $2 Million
61,184 Added 208.36%
90,548 $2.96 Million
Q4 2023

Jan 31, 2024
SELL
$29.16 - $31.6 $301,193 - $326,396
-10,329 Reduced 26.02%
29,364 $927,000
Q3 2023

Oct 17, 2023
SELL
$29.72 - $30.47 $62,649 - $64,230
-2,108 Reduced 5.04%
39,693 $1.18 Million
Q2 2023

Jul 18, 2023
SELL
$28.62 - $30.06 $6,010 - $6,312
-210 Reduced 0.5%
41,801 $1.26 Billion
Q1 2023

Apr 14, 2023
BUY
$27.76 - $28.72 $284,512 - $294,351
10,249 Added 32.27%
42,011 $1.21 Billion
Q4 2022

Jan 18, 2023
BUY
$27.72 - $28.79 $880,442 - $914,427
31,762 New
31,762 $894 Million

Others Institutions Holding UMAR

# of Institutions
76
Shares Held
4.88M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email