Kfg Wealth Management, LLC Sells in Q2 2025

Kfg Wealth Management, LLC

  • $434 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.56K
- 29.89%
$416.06 - $551.64 $3.14M - $4.17M
17.7K $9.78M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.22K
- 61.75%
$498.8 - $620.9 $1.11M - $1.38M
1.38K $853K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-36.5K
- 17.99%
$31.44 - $36.79 $1.15M - $1.34M
166K $6.12M
IEFA
Ishares Tr

ETFs
-7.51K
- 64.37%
$67.83 - $84.09 $509K - $631K
4.16K $346K
REZ
Ishares Tr Residential And Mul

ETFs
-4.6K
- 19.75%
$76.14 - $86.35 $350K - $397K
18.7K $1.54M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-17.6K
- 20.93%
$32.79 - $36.78 $576K - $646K
66.3K $2.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.26K
- 55.39%
$51.16 - $62.02 $320K - $388K
5.04K $312K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-4.53K
- 20.19%
$78.98 - $90.1 $358K - $408K
17.9K $1.61M
DVY
Ishares Tr

ETFs
-750
- 14.88%
$118.37 - $134.86 $88.8K - $101K
4.29K $570K
ELV
Elevance Health, Inc.

Healthcare
-93
- 9.67%
$372.27 - $452.69 $34.6K - $42.1K
869 $338K
CVX
Chevron Corp

Energy
-15
- 0.75%
$133.73 - $168.51 $2.01K - $2.53K
1.99K $285K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-11.8K
- 8.45%
$32.66 - $37.42 $385K - $441K
128K $4.78M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-589
- 2.42%
$23.29 - $23.38 $13.7K - $13.8K
23.8K $555K
IBM
International Business Machines Corp

Technology
-230
- 19.07%
$221.03 - $294.78 $50.8K - $67.8K
976 $287K
UNP
Union Pacific Corp

Industrials
-4
- 0.44%
$208.27 - $238.46 $833 - $954
896 $206K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-340
- 7.0%
$38.86 - $45.19 $13.2K - $15.4K
4.51K $203K
Innovator Etfs Trust
-5.65K
- 5.45%
N/A
98K $0
2023 ETF Series Trust Ii
-63
- 0.55%
N/A
11.5K $0
USEP
Innovator U.S. Equity Ultra Bu
-3.96K
- 6.45%
N/A
57.3K $0
PSEP
Innovator U.S. Equity Power Bu
-4.78K
- 4.78%
N/A
95.3K $0
Innovator Etfs Trust
-242
- 0.27%
N/A
89.6K $0
A
Agilent Technologies, Inc.

Healthcare
-8
- 0.45%
$99.29 - $120.52 $794 - $964
1.76K $207K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-200
- 1.62%
$21.9 - $25.54 $4.38K - $5.11K
12.1K $310K
SPY
Spdr S&P 500 ETF Trust

ETFs
-68
- 5.59%
$496.48 - $617.85 $33.8K - $42K
1.15K $709K
NJUL
Innovator Growth 100 Power Buf

Technology
-140
- 2.29%
$56.05 - $68.06 $7.85K - $9.53K
5.96K $405K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-6.46K
- 5.41%
$30.77 - $35.62 $199K - $230K
113K $4.02M
UNOV
Earth Science Tech, Inc.

ETFs
-845
- 1.59%
$32.19 - $36.09 $27.2K - $30.5K
52.4K $1.89M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-819
- 1.16%
$33.46 - $38.01 $27.4K - $31.1K
69.6K $2.65M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-11
- 0.02%
$38.7 - $44.05 $426 - $485
50.1K $2.21M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-551
- 0.62%
$35.3 - $40.46 $19.5K - $22.3K
88.7K $3.59M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.17K
- 1.61%
$36.35 - $41.3 $78.8K - $89.5K
132K $5.46M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-1.38K
- 0.73%
$28.35 - $31.3 $39K - $43.1K
187K $5.86M
Activity Summary
Buys All Purchases 152 New Holdings 19 Increased Positions 133 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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