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

Kfg Wealth Management, LLC

$454 Million
Q4 2025

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 80,750 shares of POCT stock, worth $3.49 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

80,750

Previous 131,664 38.67%

Holding current value

$3.49 Million

Previous $5.67 Million 38.54%

% of portfolio

0.77%

Previous 1.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$42.64 - $43.66 $2.17 Million - $2.22 Million	-50,914 Reduced 38.67%	80,750 $3.49 Million
Q3 2025 Oct 07, 2025	SELL	$41.27 - $43.1 $20,593 - $21,506	-499 Reduced 0.38%	131,664 $5.67 Million
Q2 2025 Jul 14, 2025	SELL	$36.35 - $41.3 $78,806 - $89,538	-2,168 Reduced 1.61%	132,163 $5.46 Million
Q1 2025 Apr 11, 2025	SELL	$38.53 - $40.49 $364,570 - $383,116	-9,462 Reduced 6.58%	134,331 $5.2 Million
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

231

Shares Held

19.6M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

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.

Account

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