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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 (UOCT) 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
2024-09-30 $1.8M 50k 34.81
2024-06-30 $1.7M 49k 34.26
2024-03-31 $1.7M 49k 33.59
2023-12-31 $1.6M 50k 32.37
2023-09-30 $1.8M 59k 30.52
2023-06-30 $1.8M 59k 29.87
2023-03-31 $1.9M 68k 28.71
2022-12-31 $2.0M 73k 27.28

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

Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Kfg Wealth Management
LPL Financial
Brookstone Capital Management
Branch Banking & Trust Company
Bedel Financial Consulting
CWM
Central Valley Advisors
AE Wealth Management
Compass Advisory Group
Centaurus Financial
Townsquare Capital
Money Concepts Capital Corp

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