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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 (UFEB) 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 $1.3M 41k 30.80
2023-12-31 $1.0M 34k 29.46
2023-09-30 $1.4M 52k 27.51
2023-06-30 $1.4M 52k 27.83
2023-03-31 $1.3M 49k 26.70
2022-12-31 $843k 32k 26.33

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

SageView Advisory Group
Brookstone Capital Management
Stratos Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kfg Wealth Management
Alera Investment Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Citadel Advisors
Nations Financial Group
Spire Wealth Management
Arete Wealth Advisors

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