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

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 58,310 shares of PJUL stock, worth $2.34 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

58,310

Previous 75,768 23.04%

Holding current value

$2.34 Million

Previous $3.12 Million 25.07%

% of portfolio

0.6%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$39.81 - $42.17 $695,002 - $736,203	-17,458 Reduced 23.04%	58,310 $2.34 Million
Q4 2024 Jan 21, 2025	SELL	$40.12 - $41.68 $139,818 - $145,254	-3,485 Reduced 4.4%	75,768 $3.12 Million
Q3 2024 Oct 15, 2024	BUY	$37.89 - $40.48 $696,115 - $743,698	18,372 Added 30.18%	79,253 $3.21 Million
Q2 2024 Jul 19, 2024	BUY	$37.29 - $38.87 $414,702 - $432,273	11,121 Added 22.35%	60,881 $2.37 Million
Q1 2024 Apr 19, 2024	BUY	$35.81 - $37.98 $7,842 - $8,317	219 Added 0.44%	49,760 $1.89 Million
Q4 2023 Jan 31, 2024	SELL	$32.94 - $36.21 $374,297 - $411,454	-11,363 Reduced 18.66%	49,541 $1.79 Million
Q3 2023 Oct 17, 2023	BUY	$33.63 - $34.86 $1.76 Million - $1.83 Million	52,463 Added 621.53%	60,904 $2.05 Million
Q2 2023 Jul 18, 2023	BUY	$31.38 - $34.22 $264,878 - $288,851	8,441 New	8,441 $289 Million
Q4 2022 Jan 18, 2023	BUY	$28.61 - $30.97 $216,434 - $234,288	7,565 New	7,565 $228 Million

Others Institutions Holding PJUL

# of Institutions

261

Shares Held

17.6M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History