Blue Bell Private Wealth Management LLC Trims Holdings in Innovator U.S. Equity Buffer ETF – August (BATS:BAUG)

Blue Bell Private Wealth Management LLC lessened its stake in Innovator U.S. Equity Buffer ETF – August (BATS:BAUG) by 2.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 34,909 shares of the company’s stock after selling 905 shares during the period. Blue Bell Private Wealth Management LLC owned about 0.84% of Innovator U.S. Equity Buffer ETF – August worth $1,416,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Vista Investment Management acquired a new position in shares of Innovator U.S. Equity Buffer ETF – August in the 4th quarter worth approximately $261,000. Central Valley Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Buffer ETF – August during the fourth quarter worth $308,000. PCA Investment Advisory Services Inc. raised its holdings in shares of Innovator U.S. Equity Buffer ETF – August by 50.0% during the fourth quarter. PCA Investment Advisory Services Inc. now owns 10,375 shares of the company’s stock worth $373,000 after purchasing an additional 3,460 shares during the period. CreativeOne Wealth LLC bought a new position in shares of Innovator U.S. Equity Buffer ETF – August in the 4th quarter worth about $380,000. Finally, Principal Securities Inc. acquired a new position in shares of Innovator U.S. Equity Buffer ETF – August in the 4th quarter valued at about $409,000.

Innovator U.S. Equity Buffer ETF – August Trading Down 0.1 %

BAUG opened at $41.43 on Friday. The stock’s fifty day simple moving average is $41.09 and its 200-day simple moving average is $39.59. The firm has a market capitalization of $173.18 million, a price-to-earnings ratio of 24.58 and a beta of 0.77.

Innovator U.S. Equity Buffer ETF – August Profile

The Innovator U.S. Equity Buffer ETF – August (BAUG) 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. BAUG was launched on Aug 1, 2019 and is managed by Innovator.