KFG Wealth Management LLC decreased its holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL – Free Report) by 23.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 102,110 shares of the company’s stock after selling 31,296 shares during the period. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – July were worth $3,910,000 at the end of the most recent quarter.
Other large investors have also modified their holdings of the company. Triad Wealth Partners LLC grew its holdings in Innovator U.S. Equity Ultra Buffer ETF – July by 48.0% in the first quarter. Triad Wealth Partners LLC now owns 23,564 shares of the company’s stock valued at $902,000 after purchasing an additional 7,647 shares during the period. BFI Wealth Solutions LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – July during the fourth quarter worth approximately $219,000. OLD Mission Capital LLC acquired a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – July in the 4th quarter valued at $1,026,000. MML Investors Services LLC boosted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 2.8% in the 4th quarter. MML Investors Services LLC now owns 34,608 shares of the company’s stock valued at $1,341,000 after purchasing an additional 946 shares during the last quarter. Finally, Orion Porfolio Solutions LLC grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 8.5% during the 4th quarter. Orion Porfolio Solutions LLC now owns 55,087 shares of the company’s stock valued at $2,135,000 after buying an additional 4,293 shares during the period.
Innovator U.S. Equity Ultra Buffer ETF – July Stock Up 0.1%
UJUL stock opened at $40.65 on Thursday. The company has a market cap of $151.62 million, a price-to-earnings ratio of 25.23 and a beta of 0.41. The business has a fifty day simple moving average of $40.27 and a 200-day simple moving average of $39.33. Innovator U.S. Equity Ultra Buffer ETF – July has a 52 week low of $35.99 and a 52 week high of $40.68.
Innovator U.S. Equity Ultra Buffer ETF – July Profile
The Innovator S&P 500 Ultra Buffer ETF — July (UJUL) 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. UJUL was launched on Aug 8, 2018 and is managed by Innovator.
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