KFG WEALTH MANAGEMENT, LLC PSTP Holdings History
KFG WEALTH MANAGEMENT, LLC's Innovator Power Buffer Step-Up Strategy ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 599,871.00 shares of Innovator Power Buffer Step-Up Strategy ETF(PSTP), totaling $20.02 Mil. This investment constitutes 3.22% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 17.64% of the outstanding Innovator Power Buffer Step-Up Strategy ETF(PSTP) stock.
The initial trade took place in 2022Q4. And since then KFG WEALTH MANAGEMENT, LLC has made 10 purchases of PSTP, at an average price of $26.85, for a total of 599,871.00 shares. Based on historical transaction data and PSTP's current price of $33.67, KFG WEALTH MANAGEMENT, LLC's estimated gain on his PSTP holdings is $4.09 Mil, reflecting a 25.42% gain to date.
KFG WEALTH MANAGEMENT, LLC PSTP ($33.67) Holding Chart
KFG WEALTH MANAGEMENT, LLC PSTP ($33.67) 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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