BCS Wealth Management Has $206,000 Stock Holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

BCS Wealth Management reduced its stake in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 17.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,365 shares of the company’s stock after selling 1,511 shares during the quarter. BCS Wealth Management owned about 0.15% of Innovator U.S. Small Cap Power Buffer ETF – July worth $206,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Stonebridge Financial Group LLC acquired a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the fourth quarter worth approximately $32,000. Investment Management Corp VA ADV acquired a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the fourth quarter worth approximately $56,000. Whipplewood Advisors LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 425.2% in the first quarter. Whipplewood Advisors LLC now owns 2,064 shares of the company’s stock worth $58,000 after acquiring an additional 1,671 shares during the period. Steward Partners Investment Advisory LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 76.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 3,164 shares of the company’s stock worth $93,000 after acquiring an additional 1,367 shares during the period. Finally, Citadel Advisors LLC acquired a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the fourth quarter worth approximately $200,000.

Innovator U.S. Small Cap Power Buffer ETF – July Price Performance

Innovator U.S. Small Cap Power Buffer ETF – July stock opened at $28.72 on Monday. The stock’s 50 day moving average is $27.66 and its 200 day moving average is $28.86. The firm has a market cap of $115.74 million, a P/E ratio of 15.99 and a beta of 0.57. Innovator U.S. Small Cap Power Buffer ETF – July has a one year low of $25.60 and a one year high of $30.41.

Innovator U.S. Small Cap Power Buffer ETF – July Company Profile

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.