Innovator U.S. Equity Ultra Buffer ETF – March $UMAR Shares Sold by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC lowered its stake in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 35.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 29,506 shares of the company’s stock after selling 16,350 shares during the quarter. Kellett Wealth Advisors LLC owned about 0.57% of Innovator U.S. Equity Ultra Buffer ETF – March worth $1,273,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of UMAR. Envestnet Asset Management Inc. lifted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 222.4% during the second quarter. Envestnet Asset Management Inc. now owns 123,026 shares of the company’s stock worth $5,649,000 after purchasing an additional 84,861 shares in the last quarter. Bullseye Investment Management LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the 2nd quarter valued at about $410,000. Talon Private Wealth LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the second quarter valued at about $38,419,000. IFP Advisors Inc acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the second quarter valued at about $211,000. Finally, Allworth Financial LP acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the second quarter valued at about $320,000.

Innovator U.S. Equity Ultra Buffer ETF – March Trading Down 0.3%

Innovator U.S. Equity Ultra Buffer ETF – March stock opened at $43.42 on Thursday. The stock has a market cap of $225.78 million, a P/E ratio of 25.05 and a beta of 0.34. The stock has a 50 day moving average of $43.13 and a 200-day moving average of $42.22. Innovator U.S. Equity Ultra Buffer ETF – March has a 52 week low of $38.79 and a 52 week high of $43.63.

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.