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 91,867 shares of UOCT stock, worth $3.29 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

91,867

Previous 50,381 82.34%

Holding current value

$3.29 Million

Previous $1.75 Million 84.88%

% of portfolio

0.84%

Previous 0.51%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.36M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

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