Kfg Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-12-31 $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

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Enhanced Intl (FENI)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for Kfg Wealth Management

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

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Commonwealth Equity Services
Kestra Advisory Services
Castle Rock Wealth Management
Kfg Wealth Management
Advisor Group Holdings
Branch Banking & Trust Company
Envestnet Asset Management
Brookstone Capital Management
Cetera Investment Advisers
LPL Financial
Camarda Wealth Advisory
Spire Wealth Management
Central Valley Advisors
Raymond James Financial

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