KFG Wealth Management LLC Has $7.64 Million Stock Position in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR

KFG Wealth Management LLC grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 49.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 192,335 shares of the company’s stock after buying an additional 63,541 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – March makes up 1.0% of KFG Wealth Management LLC’s holdings, making the stock its 19th biggest holding. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – March were worth $7,643,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Ballast Rock Private Wealth LLC lifted its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 3.5% in the 1st quarter. Ballast Rock Private Wealth LLC now owns 14,499 shares of the company’s stock valued at $576,000 after acquiring an additional 497 shares during the last quarter. Aptus Capital Advisors LLC boosted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 22.6% during the 4th quarter. Aptus Capital Advisors LLC now owns 4,475 shares of the company’s stock valued at $179,000 after acquiring an additional 825 shares in the last quarter. Royal Bank of Canada bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March during the 4th quarter worth $60,000. IMG Wealth Management Inc. grew its position in Innovator U.S. Equity Ultra Buffer ETF – March by 13.7% during the 4th quarter. IMG Wealth Management Inc. now owns 21,060 shares of the company’s stock worth $841,000 after acquiring an additional 2,539 shares during the last quarter. Finally, JPMorgan Chase & Co. bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March during the 3rd quarter worth $190,000.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Down 0.2%

Shares of UMAR opened at $41.89 on Thursday. The stock has a market cap of $217.83 million, a PE ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 12-month low of $37.25 and a 12-month high of $42.29. The business has a 50-day simple moving average of $41.79 and a two-hundred day simple moving average of $40.69.

About Innovator U.S. Equity Ultra Buffer ETF – March

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. UMAR was launched on Mar 2, 2020 and is managed by Innovator.