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
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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 |
|---|---|---|---|
| 2025-12-31 | $1.1M | 31k | 36.57 |
| 2025-09-30 | $1.4M | 38k | 35.87 |
| 2025-06-30 | $1.4M | 39k | 34.76 |
| 2025-03-31 | $1.3M | 39k | 33.48 |
| 2024-12-31 | $1.5M | 43k | 33.62 |
| 2024-09-30 | $1.5M | 44k | 33.00 |
| 2024-06-30 | $1.5M | 46k | 31.92 |
| 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 |
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