KFG Wealth Management LLC Has $5.17 Million Stake in Innovator U.S. Equity Ultra Buffer ETF – July $UJUL

KFG Wealth Management LLC decreased its holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 23.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 133,406 shares of the company’s stock after selling 41,261 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – July comprises about 0.7% of KFG Wealth Management LLC’s portfolio, making the stock its 24th biggest holding. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – July were worth $5,169,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in UJUL. Goldman Sachs Group Inc. acquired a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – July in the 1st quarter valued at about $272,000. Cerity Partners LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July in the second quarter worth approximately $1,997,000. Raymond James Financial Inc. increased its holdings in Innovator U.S. Equity Ultra Buffer ETF – July by 3.4% in the second quarter. Raymond James Financial Inc. now owns 274,022 shares of the company’s stock worth $10,081,000 after buying an additional 9,025 shares during the last quarter. Orion Porfolio Solutions LLC increased its holdings in Innovator U.S. Equity Ultra Buffer ETF – July by 144.9% in the second quarter. Orion Porfolio Solutions LLC now owns 43,980 shares of the company’s stock worth $1,618,000 after buying an additional 26,025 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July in the second quarter worth approximately $451,000.

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

BATS:UJUL opened at $38.60 on Tuesday. The stock’s 50 day moving average price is $38.79 and its 200 day moving average price is $38.57. Innovator U.S. Equity Ultra Buffer ETF – July has a 52 week low of $31.06 and a 52 week high of $39.29. The company has a market capitalization of $143.98 million, a P/E ratio of 25.23 and a beta of 0.41.

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.