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

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 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 174,667 shares of UJUL stock, worth $6.67 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
174,667
Previous 166,224 5.08%
Holding current value
$6.67 Million
Previous $6.12 Million 8.85%
% of portfolio
1.41%
Previous 1.41%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$36.71 - $38.11 $309,942 - $321,762
8,443 Added 5.08%
174,667 $6.66 Million
Q2 2025

Jul 14, 2025
SELL
$31.44 - $36.79 $1.15 Million - $1.34 Million
-36,466 Reduced 17.99%
166,224 $6.12 Million
Q1 2025

Apr 11, 2025
SELL
$33.17 - $35.48 $1.91 Million - $2.04 Million
-57,539 Reduced 22.11%
202,690 $6.77 Million
Q4 2024

Jan 21, 2025
SELL
$33.71 - $34.99 $630,208 - $654,138
-18,695 Reduced 6.7%
260,229 $8.98 Million
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

# of Institutions
85
Shares Held
3.28M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UJUL Quotes by TradingView
  • Ticker UJUL
  • Sector ETFs
  • Industry ETFs
More about UJUL
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email