BCS Wealth Management reduced its stake in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) by 7.0% during the fourth quarter, HoldingsChannel reports. The firm owned 8,876 shares of the company’s stock after selling 667 shares during the quarter. BCS Wealth Management’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $261,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Allworth Financial LP boosted its position in Innovator U.S. Small Cap Power Buffer ETF – July by 2,167.6% in the third quarter. Allworth Financial LP now owns 192,041 shares of the company’s stock valued at $5,594,000 after buying an additional 183,572 shares in the last quarter. Motiv8 Investments LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 93.8% in the 3rd quarter. Motiv8 Investments LLC now owns 165,078 shares of the company’s stock valued at $4,809,000 after acquiring an additional 79,920 shares during the last quarter. Onyx Bridge Wealth Group LLC boosted its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 0.9% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 98,370 shares of the company’s stock valued at $2,866,000 after acquiring an additional 854 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its position in Innovator U.S. Small Cap Power Buffer ETF – July by 33.3% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 54,569 shares of the company’s stock worth $1,590,000 after acquiring an additional 13,640 shares during the last quarter. Finally, Cypress Wealth Services LLC increased its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 3.5% in the 3rd quarter. Cypress Wealth Services LLC now owns 51,234 shares of the company’s stock worth $1,492,000 after purchasing an additional 1,753 shares in the last quarter.
Innovator U.S. Small Cap Power Buffer ETF – July Stock Up 0.5 %
Innovator U.S. Small Cap Power Buffer ETF – July stock opened at $29.35 on Wednesday. The company has a market capitalization of $147.63 million, a P/E ratio of 12.79 and a beta of 0.74. The company has a 50 day moving average price of $29.85 and a 200-day moving average price of $29.03.
About Innovator U.S. Small Cap Power Buffer ETF – July
The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.
See Also
- Five stocks we like better than Innovator U.S. Small Cap Power Buffer ETF – July
- 3 Tickers Leading a Meme Stock Revival
- The Fed Is More Likely to Hike Than Cut Rates in 2025
- Trading Halts Explained
- Investors Navigate Uncertainty by Seeking Refuge in Gold and Oil
- Upcoming IPO Stock Lockup Period, Explained
- Archer Aviation Shares Slide, Now Bargain Priced for 2025
Want to see what other hedge funds are holding KJUL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report).
Receive News & Ratings for Innovator U.S. Small Cap Power Buffer ETF - July Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator U.S. Small Cap Power Buffer ETF - July and related companies with MarketBeat.com's FREE daily email newsletter.