Kfg Wealth Management, LLC Purchases and Sells in Q4 2025

Kfg Wealth Management, LLC

$454 Million
Q4 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	154K + 9.43%	$43.05 - $44.51 $6.65M - $6.88M	1.79M $78.1M
DRSK	141K + 8.98%	$28.98 - $29.71 $4.09M - $4.2M	1.71M $49.7M
UOCT	78.6K + 134.13%	$38.1 - $38.9 $2.99M - $3.06M	137K $5.28M
SPEM	45.7K + 8.83%	$45.45 - $48.31 $2.08M - $2.21M	563K $26.7M
FBND	50.6K + 7.57%	$46.2 - $46.85 $2.34M - $2.37M	718K $33.2M
OSCV	62.2K + 12.88%	$36.7 - $38.25 $2.28M - $2.38M	545K $20.1M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTJ	35.6K New	$21.9 - $22.08 $780K - $786K	35.6K $780K
SYK	1.69K New	$353.81 - $388.35 $599K - $657K	1.69K $609K
WM	2.74K New	$196.77 - $219.98 $540K - $603K	2.74K $573K
ETN	1.56K New	$352.39 - $387.75 $551K - $606K	1.56K $551K
BOCT	10.4K New	$47.74 - $49.27 $498K - $514K	10.4K $506K
ARKK	6.09K New	$76.92 - $92.53 $468K - $563K	6.09K $468K

Top Sells

Reduced Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFF	-325K - 70.29%	$48.5 - $49.38 $15.7M - $16M	137K $6.73M
PSTP	-131K - 20.07%	$34.46 - $35.15 $4.5M - $4.59M	520K $18.1M
PAPR	-103K - 59.65%	$38.23 - $38.65 $3.93M - $3.98M	69.6K $2.68M
PMAY	-75K - 52.44%	$38.66 - $39.15 $2.9M - $2.94M	68K $2.65M
QQQ	-3.91K - 41.41%	$589.5 - $635.77 $2.3M - $2.48M	5.53K $3.34M
POCT	-50.9K - 38.67%	$42.64 - $43.66 $2.17M - $2.22M	80.8K $3.49M

Activity Summary All Purchases 96 New Holdings 25 Increased Positions 71 All Sells 110 Reductions 110 Sold out 0 Calls 0 Puts 0

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