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 260,229 shares of UJUL stock, worth $9.11 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

260,229

Previous 278,924 6.7%

Holding current value

$9.11 Million

Previous $9.46 Million 5.11%

% of portfolio

2.33%

Previous 2.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$33.71 - $34.99 $630,208 - $654,138	-18,695 Reduced 6.7%	260,229 $8.98 Million
Q3 2024 Oct 15, 2024	BUY	$31.92 - $33.91 $2 Million - $2.13 Million	62,714 Added 29.01%	278,924 $9.46 Million
Q2 2024 Jul 19, 2024	BUY	$31.27 - $32.54 $6.27 Million - $6.53 Million	200,601 Added 1285.16%	216,210 $7.04 Million
Q1 2024 Apr 19, 2024	BUY	$29.98 - $31.87 $16,339 - $17,369	545 Added 3.62%	15,609 $497,000
Q4 2023 Jan 31, 2024	SELL	$27.63 - $30.32 $114,443 - $125,585	-4,142 Reduced 21.57%	15,064 $456,000
Q3 2023 Oct 17, 2023	BUY	$28.18 - $29.28 $327,479 - $340,262	11,621 Added 153.21%	19,206 $542,000
Q2 2023 Jul 18, 2023	SELL	$26.94 - $28.8 $101,294 - $108,288	-3,760 Reduced 33.14%	7,585 $218 Million
Q1 2023 Apr 14, 2023	SELL	$25.63 - $27.05 $73,019 - $77,065	-2,849 Reduced 20.07%	11,345 $309 Million
Q4 2022 Jan 18, 2023	BUY	$24.72 - $26.39 $350,875 - $374,579	14,194 New	14,194 $366 Million

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.38M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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