Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) Stake Reduced by KFG Wealth Management LLC

KFG Wealth Management LLC lessened its position in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 6.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 260,229 shares of the company’s stock after selling 18,695 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – July makes up 1.7% of KFG Wealth Management LLC’s portfolio, making the stock its 15th biggest position. KFG Wealth Management LLC owned approximately 10.71% of Innovator U.S. Equity Ultra Buffer ETF – July worth $8,977,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Barclays PLC bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – July in the third quarter valued at approximately $148,000. Sugarloaf Wealth Management LLC boosted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 134.0% during the third quarter. Sugarloaf Wealth Management LLC now owns 7,858 shares of the company’s stock valued at $266,000 after buying an additional 4,500 shares in the last quarter. Souders Financial Advisors acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July during the second quarter worth about $287,000. Comprehensive Financial Consultants Institutional Inc. bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – July in the third quarter worth about $306,000. Finally, Worth Financial Advisory Group LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – July in the 3rd quarter valued at about $458,000.

Innovator U.S. Equity Ultra Buffer ETF – July Price Performance

Shares of UJUL opened at $35.26 on Friday. The stock has a 50-day simple moving average of $34.76 and a 200 day simple moving average of $33.92. The firm has a market cap of $85.67 million, a PE ratio of 24.17 and a beta of 0.53.

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.