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

Kfg Wealth Management, LLC

$390 Million
Q1 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 39,107 shares of UMAY stock, worth $1.27 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

39,107

Previous 43,306 9.7%

Holding current value

$1.27 Million

Previous $1.46 Million 10.52%

% of portfolio

0.33%

Previous 0.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$32.91 - $34.28 $138,189 - $143,941	-4,199 Reduced 9.7%	39,107 $1.3 Million
Q4 2024 Jan 21, 2025	SELL	$32.84 - $33.81 $36,124 - $37,191	-1,100 Reduced 2.48%	43,306 $1.46 Million
Q3 2024 Oct 15, 2024	SELL	$31.24 - $33.0 $63,792 - $67,386	-2,042 Reduced 4.4%	44,406 $1.47 Million
Q2 2024 Jul 19, 2024	BUY	$30.26 - $31.94 $175,205 - $184,932	5,790 Added 14.24%	46,448 $1.48 Million
Q1 2024 Apr 19, 2024	SELL	$29.26 - $30.26 $55,623 - $57,524	-1,901 Reduced 4.47%	40,658 $1.23 Million
Q4 2023 Jan 31, 2024	SELL	$27.06 - $29.41 $78,636 - $85,465	-2,906 Reduced 6.39%	42,559 $1.25 Million
Q3 2023 Oct 17, 2023	SELL	$27.54 - $28.26 $30,899 - $31,707	-1,122 Reduced 2.41%	45,465 $1.26 Million
Q2 2023 Jul 18, 2023	BUY	$26.32 - $27.95 $812,682 - $863,012	30,877 Added 196.54%	46,587 $1.3 Billion
Q1 2023 Apr 14, 2023	BUY	$25.92 - $27.33 $43,493 - $45,859	1,678 Added 11.96%	15,710 $424 Million
Q4 2022 Jan 18, 2023	BUY	$25.46 - $27.02 $357,254 - $379,144	14,032 New	14,032 $367 Million

Others Institutions Holding UMAY

# of Institutions

Shares Held

933K

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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