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Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Kfg Wealth Management

Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Kfg Wealth Management from 13F filings

Historical chart of Kfg Wealth Management investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf 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 S&p 500 Ultra Buffer May s&p 500 ultra bf by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 41k 30.26
2023-12-31 $1.3M 43k 29.41
2023-09-30 $1.3M 46k 27.67
2023-06-30 $1.3M 47k 27.95
2023-03-31 $424k 16k 26.96
2022-12-31 $367k 14k 26.14

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 S&p 500 Ultra Buffer May s&p 500 ultra bf

Commonwealth Equity Services
Castle Rock Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
Advisor Group Holdings
Envestnet Asset Management
Branch Banking & Trust Company
Brookstone Capital Management
LPL Financial
Citadel Advisors
Susquehanna International
Strategic Blueprint
Harbour Investments
We Are One Seven

View all funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf