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

Kfg Wealth Management, LLC

$390 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

61

Shares Held

1.55M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.66 Million
0.39% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.8 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.5K
Shares

$3.4 Million
0.05% of portfolio
Spire Wealth Management

90.9K
Shares

$3.17 Million
0.11% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.73 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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