Diversify Wealth Management LLC Has $7.57 Million Stock Position in Innovator Laddered Allocation Buffer ETF $BUFB

Diversify Wealth Management LLC increased its stake in shares of Innovator Laddered Allocation Buffer ETF (BATS:BUFB) by 9.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 199,050 shares of the company’s stock after acquiring an additional 17,254 shares during the quarter. Diversify Wealth Management LLC’s holdings in Innovator Laddered Allocation Buffer ETF were worth $7,573,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Ibex Wealth Advisors bought a new stake in Innovator Laddered Allocation Buffer ETF in the 1st quarter valued at $361,000. Syntegra Private Wealth Group LLC grew its position in Innovator Laddered Allocation Buffer ETF by 2.1% in the 1st quarter. Syntegra Private Wealth Group LLC now owns 193,108 shares of the company’s stock worth $6,935,000 after purchasing an additional 3,913 shares during the last quarter. World Investment Advisors increased its holdings in shares of Innovator Laddered Allocation Buffer ETF by 1.0% during the 1st quarter. World Investment Advisors now owns 78,496 shares of the company’s stock worth $2,819,000 after purchasing an additional 751 shares during the period. Columbia Advisory Partners LLC increased its holdings in shares of Innovator Laddered Allocation Buffer ETF by 29.4% during the 1st quarter. Columbia Advisory Partners LLC now owns 183,120 shares of the company’s stock worth $6,576,000 after purchasing an additional 41,572 shares during the period. Finally, Caliber Wealth Management LLC KS raised its position in shares of Innovator Laddered Allocation Buffer ETF by 280.1% during the first quarter. Caliber Wealth Management LLC KS now owns 49,832 shares of the company’s stock valued at $1,789,000 after buying an additional 36,721 shares during the last quarter.

Innovator Laddered Allocation Buffer ETF Stock Performance

Shares of BUFB opened at $39.56 on Monday. The company has a 50-day simple moving average of $39.00 and a 200-day simple moving average of $37.60. Innovator Laddered Allocation Buffer ETF has a 52 week low of $33.93 and a 52 week high of $40.12. The firm has a market capitalization of $246.46 million, a P/E ratio of 24.89 and a beta of 0.70.

Innovator Laddered Allocation Buffer ETF Company Profile

The Innovator Laddered Allocation Buffer ETF (BUFB) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an equal-weighted index of 12 Innovator US Equity Buffer ETFs, which target specific buffered losses and capped gains on the S&P 500. BUFB was launched on Feb 9, 2022 and is managed by Innovator.