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 278,924 shares of UJUL stock, worth $9.45 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
278,924
Previous 216,210 29.01%
Holding current value
$9.45 Million
Previous $7.04 Million 34.44%
% of portfolio
2.75%
Previous 3.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UJUL
  • Sector ETFs
  • Industry ETFs
More about UJUL
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