Back to DUK-PA

KFG WEALTH MANAGEMENT, LLC → DUK-PA

KFG WEALTH MANAGEMENT, LLC DUK-PA Position History

DUK-PA

Quarters held
6
Latest value
$56.9M
Q3 2026
Peak value
$57.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$274K
Q4 2025$48.8M
Q1 2026$333K
Q1 2026$51.8M
Q2 2026$57.2M
Q3 2026$56.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$56.9M2.09M——
Q2 2026$57.2M1.99M——
Q1 2026$51.8M1.89M——
Q1 2026$333K2.5K——
Q4 2025$48.8M1.71M——
Q4 2025$274K2.3K——

Other funds holding DUK-PA

Other KFG WEALTH MANAGEMENT, LLC positions

FIS

FIDELITY COVINGTON TRUST

$157.8M
FIS

FIDELITY COVINGTON TRUST

$146.1M
FIS

FIDELITY COVINGTON TRUST

$119.8M
FIS

FIDELITY COVINGTON TRUST

$103.5M
ABTC

ETF SER SOLUTIONS

$79.3M
ABTC

ETF SER SOLUTIONS

$78.3M
ABTC

ETF SER SOLUTIONS

$75.9M
ABTC

ETF SER SOLUTIONS

$66.4M