IFP Advisors’s KULR Technology Group KULR Stock Holding History

IFP Advisors’s Portfolio KULR Stock Details KULR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19	Buy	+8	New	+$25	﹤0.01%	4926
2025 Q1	–	Sell	-581	Closed	-$16.5K	–	4500
2024 Q4	$16.5K	Sell	581 -44	-7%	-$343	﹤0.01%	2331
2024 Q3	$1.43K	Hold	625	–	–	﹤0.01%	3008
2024 Q2	$1.98K	Buy	625 +312	+100%	+$1.12K	﹤0.01%	2819
2024 Q1	$950	Hold	313	–	–	﹤0.01%	2873
2023 Q4	$462	Hold	313	–	–	﹤0.01%	2882
2023 Q3	$897	Hold	313	–	–	﹤0.01%	3021
2023 Q2	$1.6K	Hold	313	–	–	﹤0.01%	2949
2023 Q1	$6.75K	Buy	+313	New	+$2.91K	﹤0.01%	2448
2022 Q1	–	Sell	-250	Closed	-$6K	–	4571
2021 Q4	$6K	Hold	250	–	–	﹤0.01%	2419
2021 Q3	$4K	Hold	250	–	–	﹤0.01%	2642
2021 Q2	$5K	Buy	+250	New	+$4.88K	﹤0.01%	2472

Other funds holding KULR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return