Kfg Wealth Management, LLC Innovator U.S. Equity Power 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 Power Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 143,793 shares of POCT stock, worth $5.79 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

143,793

Previous 78,638 82.85%

Holding current value

$5.79 Million

Previous $3.06 Million 85.79%

% of portfolio

1.48%

Previous 0.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$38.63 - $40.03 $2.52 Million - $2.61 Million	65,155 Added 82.85%	143,793 $5.69 Million
Q3 2024 Oct 15, 2024	SELL	$37.79 - $38.95 $125,727 - $129,586	-3,327 Reduced 4.06%	78,638 $3.06 Million
Q2 2024 Jul 19, 2024	SELL	$37.05 - $38.29 $183,656 - $189,803	-4,957 Reduced 5.7%	81,965 $3.14 Million
Q1 2024 Apr 19, 2024	BUY	$35.88 - $37.5 $38,212 - $39,937	1,065 Added 1.24%	86,922 $3.26 Million
Q4 2023 Jan 31, 2024	BUY	$33.24 - $36.16 $1.66 Million - $1.8 Million	49,859 Added 138.5%	85,857 $3.1 Million
Q3 2023 Oct 17, 2023	BUY	$33.33 - $34.11 $154,484 - $158,099	4,635 Added 14.78%	35,998 $1.22 Million
Q2 2023 Jul 18, 2023	SELL	$31.61 - $33.47 $53,420 - $56,564	-1,690 Reduced 5.11%	31,363 $1.05 Billion
Q1 2023 Apr 14, 2023	SELL	$29.91 - $31.63 $198,811 - $210,244	-6,647 Reduced 16.74%	33,053 $1.06 Billion
Q4 2022 Jan 18, 2023	BUY	$28.48 - $30.65 $1.13 Million - $1.22 Million	39,700 New	39,700 $1.19 Billion

Others Institutions Holding POCT

# of Institutions

189

Shares Held

13.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Kfg Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History