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 173,374 shares of UJUN stock, worth $5.99 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

173,374

Previous 210,472 17.63%

Holding current value

$5.99 Million

Previous $6.99 Million 16.19%

% of portfolio

1.52%

Previous 2.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$33.03 - $34.15 $1.23 Million - $1.27 Million	-37,098 Reduced 17.63%	173,374 $5.86 Million
Q3 2024 Oct 15, 2024	BUY	$31.31 - $33.23 $100,129 - $106,269	3,198 Added 1.54%	210,472 $6.99 Million
Q2 2024 Jul 19, 2024	BUY	$30.92 - $32.03 $4.92 Million - $5.09 Million	159,005 Added 329.41%	207,274 $6.63 Million
Q1 2024 Apr 19, 2024	SELL	$29.89 - $31.01 $528,485 - $548,287	-17,681 Reduced 26.81%	48,269 $1.5 Million
Q4 2023 Jan 31, 2024	SELL	$27.67 - $30.06 $173,878 - $188,897	-6,284 Reduced 8.7%	65,950 $1.98 Million
Q3 2023 Oct 17, 2023	BUY	$28.2 - $28.95 $163,813 - $168,170	5,809 Added 8.75%	72,234 $2.04 Million
Q2 2023 Jul 18, 2023	BUY	$27.18 - $28.59 $575,454 - $605,307	21,172 Added 46.79%	66,425 $1.9 Billion
Q1 2023 Apr 14, 2023	BUY	$26.65 - $27.98 $48,343 - $50,755	1,814 Added 4.18%	45,253 $1.25 Billion
Q4 2022 Jan 18, 2023	BUY	$25.99 - $27.64 $1.13 Million - $1.2 Million	43,439 New	43,439 $1.16 Billion

Others Institutions Holding UJUN

# of Institutions

Shares Held

1.43M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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