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 434,957 shares of UFEB stock, worth $15.2 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

434,957

Previous 308,745 40.88%

Holding current value

$15.2 Million

Previous $9.97 Million 49.69%

% of portfolio

3.44%

Previous 2.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$30.9 - $34.31 $3.9 Million - $4.33 Million	126,212 Added 40.88%	434,957 $14.9 Million
Q1 2025 Apr 11, 2025	BUY	$32.13 - $33.82 $9.37 Million - $9.86 Million	291,591 Added 1699.84%	308,745 $9.97 Million
Q4 2024 Jan 21, 2025	SELL	$32.44 - $33.28 $524,554 - $538,137	-16,170 Reduced 48.52%	17,154 $570,000
Q3 2024 Oct 15, 2024	SELL	$31.02 - $32.54 $210,718 - $221,044	-6,793 Reduced 16.93%	33,324 $1.08 Million
Q2 2024 Jul 19, 2024	SELL	$30.07 - $31.69 $31,122 - $32,799	-1,035 Reduced 2.52%	40,117 $1.27 Million
Q1 2024 Apr 19, 2024	BUY	$29.37 - $30.8 $203,798 - $213,721	6,939 Added 20.28%	41,152 $1.27 Million
Q4 2023 Jan 31, 2024	SELL	$26.73 - $29.46 $468,817 - $516,698	-17,539 Reduced 33.89%	34,213 $1.01 Million
Q3 2023 Oct 17, 2023	BUY	$27.42 - $28.24 $7,814 - $8,048	285 Added 0.55%	51,752 $1.42 Million
Q2 2023 Jul 18, 2023	BUY	$26.48 - $27.83 $64,743 - $68,044	2,445 Added 4.99%	51,467 $1.43 Billion
Q1 2023 Apr 14, 2023	BUY	$25.67 - $26.63 $436,698 - $453,029	17,012 Added 53.15%	49,022 $1.31 Billion
Q4 2022 Jan 18, 2023	BUY	$25.92 - $26.53 $829,699 - $849,225	32,010 New	32,010 $843 Million

Others Institutions Holding UFEB

# of Institutions

Shares Held

6.88M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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