KFG Wealth Management’s Innovator Premium Income 30 Barrier ETF October OCTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,314
| Closed | -$557K | – | 202 |
|
|
2024
Q4 | $557K | Buy |
23,314
+1,254
| +6% | +$29.9K | 0.1% | 103 |
|
|
2024
Q3 | $527K | Buy |
22,060
+120
| +0.5% | +$2.86K | 0.11% | 106 |
|
|
2024
Q2 | $526K | Buy |
21,940
+117
| +0.5% | +$2.81K | 0.21% | 87 |
|
|
2024
Q1 | $525K | Buy |
21,823
+115
| +0.5% | +$2.77K | 0.22% | 83 |
|
|
2023
Q4 | $524K | Buy |
+21,708
| New | +$524K | 0.24% | 74 |
|