Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) Shares Acquired by KFG Wealth Management LLC

KFG Wealth Management LLC increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) by 40.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 75,082 shares of the company’s stock after purchasing an additional 21,714 shares during the period. KFG Wealth Management LLC owned 2.80% of Innovator U.S. Equity Ultra Buffer ETF – December worth $2,635,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in UDEC. Sugarloaf Wealth Management LLC increased its position in Innovator U.S. Equity Ultra Buffer ETF – December by 14.3% in the 4th quarter. Sugarloaf Wealth Management LLC now owns 4,400 shares of the company’s stock valued at $154,000 after acquiring an additional 550 shares during the period. Wealth Enhancement Advisory Services LLC purchased a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the third quarter worth approximately $200,000. Accurate Wealth Management LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter worth $236,000. Wolverine Trading LLC grew its position in Innovator U.S. Equity Ultra Buffer ETF – December by 67.3% in the 3rd quarter. Wolverine Trading LLC now owns 15,583 shares of the company’s stock valued at $545,000 after buying an additional 6,266 shares during the last quarter. Finally, Fermata Advisors LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – December in the 4th quarter valued at $1,014,000.

Innovator U.S. Equity Ultra Buffer ETF – December Stock Performance

Shares of Innovator U.S. Equity Ultra Buffer ETF – December stock opened at $35.79 on Friday. The stock has a market cap of $95.92 million, a P/E ratio of 23.98 and a beta of 0.63. The stock’s 50 day moving average price is $35.40 and its two-hundred day moving average price is $35.00.

Innovator U.S. Equity Ultra Buffer ETF – December Profile

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) 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. UDEC was launched on Dec 2, 2019 and is managed by Innovator.