Kfg Wealth Management »

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 (UNOV) 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

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

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
2024-09-30 $980k 29k 33.89
2024-06-30 $1.1M 34k 33.32
2024-03-31 $1.1M 34k 32.70
2023-12-31 $1.1M 35k 31.64
2023-09-30 $1.4M 45k 30.32
2023-06-30 $1.4M 47k 30.76
2023-03-31 $1.4M 47k 29.17
2022-12-31 $1.5M 53k 27.71

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 Covington Trust Enhanced Intl (FENI)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
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 Etfs Tr s&p 500 ultra

Advisor Group Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brookstone Capital Management
Commonwealth Equity Services
Buska Wealth Management
Kfg Wealth Management
Castle Rock Wealth Management
Atticus Wealth Management
AE Wealth Management
Arete Wealth Advisors
Spire Wealth Management
Central Valley Advisors
Citadel Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers

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