Cassady Wealth & Retirement Planning LLC Boosts Stock Holdings in Innovator U.S. Equity Power Buffer ETF – January $PJAN

Cassady Wealth & Retirement Planning LLC lifted its position in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN) by 98.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,809 shares of the company’s stock after acquiring an additional 31,149 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – January makes up approximately 1.5% of Cassady Wealth & Retirement Planning LLC’s portfolio, making the stock its 24th largest position. Cassady Wealth & Retirement Planning LLC owned about 0.21% of Innovator U.S. Equity Power Buffer ETF – January worth $3,046,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Galvin Gaustad & Stein LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – January during the fourth quarter worth about $593,000. JDM Financial Group LLC increased its stake in Innovator U.S. Equity Power Buffer ETF – January by 79.4% in the 4th quarter. JDM Financial Group LLC now owns 104,059 shares of the company’s stock valued at $4,893,000 after buying an additional 46,059 shares during the last quarter. Crown Wealth Group LLC increased its stake in Innovator U.S. Equity Power Buffer ETF – January by 149.8% in the 4th quarter. Crown Wealth Group LLC now owns 70,907 shares of the company’s stock valued at $3,334,000 after buying an additional 42,520 shares during the last quarter. BCS Wealth Management lifted its position in shares of Innovator U.S. Equity Power Buffer ETF – January by 125.4% during the 4th quarter. BCS Wealth Management now owns 53,860 shares of the company’s stock worth $2,532,000 after buying an additional 29,963 shares in the last quarter. Finally, COFG Advisors LLC bought a new position in shares of Innovator U.S. Equity Power Buffer ETF – January during the 4th quarter worth approximately $6,907,000.

Innovator U.S. Equity Power Buffer ETF – January Stock Down 0.7%

Shares of BATS PJAN opened at $49.33 on Thursday. Innovator U.S. Equity Power Buffer ETF – January has a twelve month low of $44.10 and a twelve month high of $49.89. The stock’s 50 day moving average price is $49.45 and its 200-day moving average price is $48.12. The company has a market capitalization of $1.45 billion, a PE ratio of 24.16 and a beta of 0.47.

Innovator U.S. Equity Power Buffer ETF – January Company Profile

The Innovator U.S. Equity Power Buffer ETF – January (PJAN) 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. PJAN was launched on Jan 2, 2019 and is managed by Innovator.