Lakeridge Wealth Management LLC Decreases Stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

Lakeridge Wealth Management LLC cut its holdings in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) by 0.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,138 shares of the company’s stock after selling 353 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – July accounts for 0.8% of Lakeridge Wealth Management LLC’s portfolio, making the stock its 26th biggest holding. Lakeridge Wealth Management LLC owned 0.19% of Innovator U.S. Equity Power Buffer ETF – July worth $1,653,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. Raymond James Financial Inc. purchased a new stake in Innovator U.S. Equity Power Buffer ETF – July during the fourth quarter worth $18,737,000. Envestnet Asset Management Inc. boosted its position in Innovator U.S. Equity Power Buffer ETF – July by 3.6% during the fourth quarter. Envestnet Asset Management Inc. now owns 369,493 shares of the company’s stock worth $15,212,000 after purchasing an additional 12,925 shares in the last quarter. MML Investors Services LLC boosted its position in Innovator U.S. Equity Power Buffer ETF – July by 7.6% during the fourth quarter. MML Investors Services LLC now owns 219,007 shares of the company’s stock worth $9,017,000 after purchasing an additional 15,432 shares in the last quarter. World Investment Advisors boosted its position in Innovator U.S. Equity Power Buffer ETF – July by 10.2% during the fourth quarter. World Investment Advisors now owns 180,372 shares of the company’s stock worth $7,426,000 after purchasing an additional 16,700 shares in the last quarter. Finally, LPL Financial LLC boosted its position in Innovator U.S. Equity Power Buffer ETF – July by 3.7% during the fourth quarter. LPL Financial LLC now owns 139,508 shares of the company’s stock worth $5,744,000 after purchasing an additional 4,928 shares in the last quarter.

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

PJUL opened at $42.15 on Friday. The business’s fifty day moving average is $40.72 and its two-hundred day moving average is $41.02. The company has a market cap of $886.31 million, a price-to-earnings ratio of 24.44 and a beta of 0.44. Innovator U.S. Equity Power Buffer ETF – July has a one year low of $37.10 and a one year high of $43.14.

About Innovator U.S. Equity Power Buffer ETF – July

The Innovator S&P 500 Power Buffer ETF — July (PJUL) is an exchange-traded fund that is based on the S&P 500 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. PJUL was launched on Aug 8, 2018 and is managed by Innovator.