KFG Wealth Management LLC trimmed its holdings in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL – Free Report) by 23.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 133,406 shares of the company’s stock after selling 41,261 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – July accounts for about 0.7% of KFG Wealth Management LLC’s portfolio, making the stock its 24th biggest holding. KFG Wealth Management LLC owned 3.58% of Innovator U.S. Equity Ultra Buffer ETF – July worth $5,169,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently bought and sold shares of UJUL. JPMorgan Chase & Co. lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 14,470 shares of the company’s stock valued at $551,000 after buying an additional 698 shares in the last quarter. Susquehanna International Group LLP purchased a new stake in Innovator U.S. Equity Ultra Buffer ETF – July during the third quarter valued at about $551,000. Citadel Advisors LLC purchased a new stake in Innovator U.S. Equity Ultra Buffer ETF – July during the third quarter valued at about $289,000. Raymond James Financial Inc. lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 1.8% during the third quarter. Raymond James Financial Inc. now owns 278,917 shares of the company’s stock valued at $10,629,000 after buying an additional 4,895 shares in the last quarter. Finally, Wood Tarver Financial Group LLC lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 117.7% during the third quarter. Wood Tarver Financial Group LLC now owns 10,985 shares of the company’s stock valued at $418,000 after buying an additional 5,939 shares in the last quarter.
Innovator U.S. Equity Ultra Buffer ETF – July Trading Up 0.2%
UJUL stock opened at $38.60 on Tuesday. Innovator U.S. Equity Ultra Buffer ETF – July has a one year low of $31.06 and a one year high of $39.29. The firm has a market capitalization of $143.98 million, a PE ratio of 25.23 and a beta of 0.41. The firm has a 50-day moving average of $38.79 and a two-hundred day moving average of $38.57.
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.
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