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 66,331 shares of UOCT stock, worth $2.45 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

66,331

Previous 83,894 20.93%

Holding current value

$2.45 Million

Previous $2.89 Million 15.58%

% of portfolio

0.56%

Previous 0.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$32.79 - $36.78 $575,890 - $645,967	-17,563 Reduced 20.93%	66,331 $2.44 Million
Q1 2025 Apr 11, 2025	SELL	$34.28 - $36.12 $273,314 - $287,984	-7,973 Reduced 8.68%	83,894 $2.89 Million
Q4 2024 Jan 21, 2025	BUY	$34.64 - $35.72 $1.44 Million - $1.48 Million	41,486 Added 82.34%	91,867 $3.24 Million
Q3 2024 Oct 15, 2024	BUY	$33.87 - $34.82 $48,061 - $49,409	1,419 Added 2.9%	50,381 $1.75 Million
Q2 2024 Jul 19, 2024	SELL	$33.17 - $34.27 $7,794 - $8,053	-235 Reduced 0.48%	48,962 $1.68 Million
Q1 2024 Apr 19, 2024	SELL	$32.15 - $33.59 $27,841 - $29,088	-866 Reduced 1.73%	49,197 $1.65 Million
Q4 2023 Jan 31, 2024	SELL	$29.9 - $32.38 $252,774 - $273,740	-8,454 Reduced 14.45%	50,063 $1.62 Million
Q3 2023 Oct 17, 2023	SELL	$29.82 - $30.52 $10,287 - $10,529	-345 Reduced 0.59%	58,517 $1.79 Million
Q2 2023 Jul 18, 2023	SELL	$28.53 - $29.87 $254,972 - $266,948	-8,937 Reduced 13.18%	58,862 $1.76 Billion
Q1 2023 Apr 14, 2023	SELL	$27.18 - $28.52 $140,303 - $147,220	-5,162 Reduced 7.08%	67,799 $1.95 Billion
Q4 2022 Jan 18, 2023	BUY	$26.08 - $27.7 $1.9 Million - $2.02 Million	72,961 New	72,961 $1.99 Billion

Others Institutions Holding UOCT

# of Institutions

Shares Held

5.18M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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