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Innovator Etfs Tr s&p 500 ultra shares owned by Kfg Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UJAN) shares owned by Kfg Wealth Management from 13F filings

Historical chart of Kfg Wealth Management investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra held by Kfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 32k 36.10
2023-12-31 $670k 20k 34.43
2023-09-30 $974k 30k 32.57
2023-06-30 $1.0M 31k 32.73
2023-03-31 $984k 32k 31.28
2022-12-31 $616k 21k 29.71

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 ultra

Fermata Advisors
Brookstone Capital Management
Envestnet Asset Management
Commonwealth Equity Services
Strategic Blueprint
Advisor Group Holdings
Tradition Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Branch Banking & Trust Company
Berkshire Money Management
Cambridge Investment Research Advisors
Hanson McClain Advisors
Archer Investment Corp
PFG Advisors
Long Island Wealth Management

View all funds holding Innovator Etfs Tr s&p 500 ultra