Kellett Wealth Advisors LLC Takes Position in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR

Kellett Wealth Advisors LLC bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 47,893 shares of the company’s stock, valued at approximately $1,903,000. Innovator U.S. Equity Ultra Buffer ETF – March makes up 1.0% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 18th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in UMAR. Royal Bank of Canada acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the 4th quarter valued at approximately $60,000. WealthShield Partners LLC lifted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 85.8% during the first quarter. WealthShield Partners LLC now owns 3,345 shares of the company’s stock worth $133,000 after purchasing an additional 1,545 shares during the period. Aptus Capital Advisors LLC grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 22.6% in the fourth quarter. Aptus Capital Advisors LLC now owns 4,475 shares of the company’s stock worth $179,000 after purchasing an additional 825 shares during the last quarter. JPMorgan Chase & Co. bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March in the third quarter worth $190,000. Finally, Savvy Advisors Inc. acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the fourth quarter valued at $235,000.

Innovator U.S. Equity Ultra Buffer ETF – March Price Performance

Shares of BATS:UMAR opened at $42.42 on Monday. The firm has a market cap of $220.58 million, a P/E ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 12-month low of $37.64 and a 12-month high of $42.49. The business has a fifty day simple moving average of $42.02 and a 200 day simple moving average of $40.90.

Innovator U.S. Equity Ultra Buffer ETF – March Company Profile

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) 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. UMAR was launched on Mar 2, 2020 and is managed by Innovator.