Kfg Wealth Management, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 18,746 shares of UJAN stock, worth $740,279. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,746

Previous 28,128 33.35%

Holding current value

$740,279

Previous $1.07 Million 31.78%

% of portfolio

0.19%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$37.97 - $38.95 $356,234 - $365,428	-9,382 Reduced 33.35%	18,746 $730,000
Q3 2024 Oct 15, 2024	SELL	$36.29 - $38.05 $128,793 - $135,039	-3,549 Reduced 11.2%	28,128 $1.07 Million
Q2 2024 Jul 19, 2024	SELL	$35.2 - $37.12 $23,056 - $24,313	-655 Reduced 2.03%	31,677 $1.18 Million
Q1 2024 Apr 19, 2024	BUY	$34.12 - $36.1 $439,090 - $464,570	12,869 Added 66.12%	32,332 $1.17 Million
Q4 2023 Jan 31, 2024	SELL	$31.65 - $34.43 $330,932 - $360,000	-10,456 Reduced 34.95%	19,463 $670,000
Q3 2023 Oct 17, 2023	SELL	$32.46 - $33.26 $36,192 - $37,084	-1,115 Reduced 3.59%	29,919 $974,000
Q2 2023 Jul 18, 2023	SELL	$31.05 - $32.73 $13,196 - $13,910	-425 Reduced 1.35%	31,034 $1.02 Billion
Q1 2023 Apr 14, 2023	BUY	$29.63 - $31.18 $318,107 - $334,748	10,736 Added 51.81%	31,459 $984 Million
Q4 2022 Jan 18, 2023	BUY	$29.2 - $29.73 $605,111 - $616,094	20,723 New	20,723 $616 Million

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.69M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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