Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) Position Trimmed by WorthPointe LLC

WorthPointe LLC decreased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 46.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,215 shares of the company’s stock after selling 12,545 shares during the quarter. WorthPointe LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – July were worth $482,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Central Valley Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – July during the 2nd quarter worth approximately $47,000. CWM LLC boosted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 55.2% during the second quarter. CWM LLC now owns 3,530 shares of the company’s stock valued at $115,000 after acquiring an additional 1,255 shares during the period. Sugarloaf Wealth Management LLC grew its position in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 134.0% during the third quarter. Sugarloaf Wealth Management LLC now owns 7,858 shares of the company’s stock worth $266,000 after acquiring an additional 4,500 shares during the last quarter. Souders Financial Advisors acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July during the 2nd quarter valued at about $287,000. Finally, WPWealth LLP bought a new position in Innovator U.S. Equity Ultra Buffer ETF – July in the 2nd quarter worth about $300,000.

Innovator U.S. Equity Ultra Buffer ETF – July Stock Up 0.1 %

Shares of BATS:UJUL opened at $34.75 on Wednesday. The company has a 50 day moving average price of $34.15 and a 200 day moving average price of $33.24. The firm has a market capitalization of $84.44 million, a price-to-earnings ratio of 24.17 and a beta of 0.53.

Innovator U.S. Equity Ultra Buffer ETF – July Profile

The Innovator S&P 500 Ultra Buffer ETF — July (UJUL) 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. UJUL was launched on Aug 8, 2018 and is managed by Innovator.