KFG Wealth Management’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30,007
| Closed | -$748K | – | 198 |
|
|
2024
Q4 | $748K | Buy |
30,007
+1,112
| +4% | +$27.7K | 0.14% | 81 |
|
|
2024
Q3 | $721K | Buy |
28,895
+107
| +0.4% | +$2.67K | 0.16% | 86 |
|
|
2024
Q2 | $715K | Buy |
28,788
+106
| +0.4% | +$2.63K | 0.28% | 65 |
|
|
2024
Q1 | $714K | Buy |
28,682
+103
| +0.4% | +$2.57K | 0.29% | 65 |
|
|
2023
Q4 | $712K | Buy |
28,579
+7,567
| +36% | +$188K | 0.32% | 50 |
|
|
2023
Q3 | $519K | Buy |
+21,012
| New | +$519K | 0.28% | 69 |
|