Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) Shares Sold by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC cut its holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 11.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,473 shares of the company’s stock after selling 2,303 shares during the quarter. Blue Bell Private Wealth Management LLC owned approximately 0.35% of Innovator U.S. Small Cap Power Buffer ETF – July worth $514,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. MML Investors Services LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the third quarter valued at approximately $244,000. Sugar Maple Asset Management LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the fourth quarter valued at approximately $135,000. Wealthgarden F.S. LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the fourth quarter valued at approximately $337,000. Allworth Financial LP lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 156.6% during the fourth quarter. Allworth Financial LP now owns 492,685 shares of the company’s stock valued at $14,800,000 after buying an additional 300,644 shares during the period. Finally, Stonebridge Financial Group LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the fourth quarter valued at approximately $32,000.

Innovator U.S. Small Cap Power Buffer ETF – July Stock Down 0.5 %

Shares of KJUL opened at $28.38 on Friday. The firm’s 50-day moving average price is $29.65 and its 200 day moving average price is $29.43. The stock has a market capitalization of $147.01 million, a P/E ratio of 17.84 and a beta of 0.57.

About Innovator U.S. Small Cap Power Buffer ETF – July

The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.