KFG Wealth Management LLC Raises Stock Holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL)

KFG Wealth Management LLC grew its holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 3.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,609 shares of the company’s stock after buying an additional 545 shares during the quarter. KFG Wealth Management LLC owned 0.63% of Innovator U.S. Equity Ultra Buffer ETF – July worth $497,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in UJUL. SageView Advisory Group LLC increased its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 3,185.7% during the 4th quarter. SageView Advisory Group LLC now owns 1,278,908 shares of the company’s stock worth $41,000 after buying an additional 1,239,984 shares in the last quarter. Brookstone Capital Management increased its position in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 2.0% during the fourth quarter. Brookstone Capital Management now owns 514,357 shares of the company’s stock worth $15,585,000 after purchasing an additional 10,173 shares in the last quarter. Envestnet Asset Management Inc. raised its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 26.5% in the 3rd quarter. Envestnet Asset Management Inc. now owns 254,807 shares of the company’s stock valued at $7,193,000 after purchasing an additional 53,424 shares during the last quarter. Raymond James & Associates lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – July by 2.1% in the 4th quarter. Raymond James & Associates now owns 221,155 shares of the company’s stock valued at $6,701,000 after purchasing an additional 4,515 shares in the last quarter. Finally, Allworth Financial LP lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – July by 4.2% in the 4th quarter. Allworth Financial LP now owns 95,627 shares of the company’s stock valued at $2,897,000 after purchasing an additional 3,881 shares in the last quarter.

Innovator U.S. Equity Ultra Buffer ETF – July Stock Up 0.2 %

Shares of Innovator U.S. Equity Ultra Buffer ETF – July stock traded up $0.06 on Wednesday, hitting $32.85. 82,734 shares of the company were exchanged. The stock has a market cap of $79.82 million, a PE ratio of 24.17 and a beta of 0.53. The stock’s fifty day moving average is $32.27 and its 200-day moving average is $31.51.

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

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.