Number of Shares
398,185.00
Current Holdings Value*
$10.75 Mil
% of Portfolio
6.56%
Total Estimate Gain
$707,010.59
% of Total Estimate Gain
6.17%

HFG Wealth Management, LLC's Innovator Nasdaq-100 Managed Floor ETF Holding Summary

As of 2025-06-30, HFG Wealth Management, LLC held 398,185.00 shares of Innovator Nasdaq-100 Managed Floor ETF(QFLR), totaling $10.75 Mil. This investment constitutes 6.56% of their stock portfolio, and HFG Wealth Management, LLC now holds 3.98% of the outstanding Innovator Nasdaq-100 Managed Floor ETF(QFLR) stock.

The initial trade took place in 2025Q1. And since then HFG Wealth Management, LLC has made 2 purchases of QFLR, at an average price of $28.75, for a total of 398,185.00 shares. Based on historical transaction data and QFLR's current price of $30.53, HFG Wealth Management, LLC's estimated gain on his QFLR holdings is $707,010.59, reflecting a 6.17% gain to date.

HFG Wealth Management, LLC QFLR ($30.53) Holding Chart

HFG Wealth Management, LLC QFLR ($30.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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