Trek Financial LLC Makes New Investment in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT)

Trek Financial LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 22,879 shares of the company’s stock, valued at approximately $807,000. Trek Financial LLC owned about 0.82% of Innovator U.S. Equity Ultra Buffer ETF – October at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in UOCT. LPL Financial LLC increased its position in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 0.7% in the 4th quarter. LPL Financial LLC now owns 44,511 shares of the company’s stock valued at $1,570,000 after acquiring an additional 309 shares during the period. City Center Advisors LLC grew its stake in Innovator U.S. Equity Ultra Buffer ETF – October by 2.8% during the 4th quarter. City Center Advisors LLC now owns 14,526 shares of the company’s stock valued at $512,000 after purchasing an additional 397 shares during the last quarter. Ameritas Advisory Services LLC increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 7.0% in the fourth quarter. Ameritas Advisory Services LLC now owns 6,311 shares of the company’s stock valued at $223,000 after purchasing an additional 413 shares during the period. Steward Partners Investment Advisory LLC raised its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 179.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,116 shares of the company’s stock worth $39,000 after purchasing an additional 716 shares during the last quarter. Finally, Beacon Financial Advisory LLC lifted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 27.9% during the fourth quarter. Beacon Financial Advisory LLC now owns 7,387 shares of the company’s stock worth $261,000 after purchasing an additional 1,611 shares during the period.

Innovator U.S. Equity Ultra Buffer ETF – October Stock Down 7.7 %

Shares of BATS UOCT opened at $33.05 on Monday. Innovator U.S. Equity Ultra Buffer ETF – October has a 52 week low of $33.01 and a 52 week high of $36.17. The business’s 50 day moving average price is $35.26 and its 200 day moving average price is $35.27. The firm has a market cap of $191.66 million, a P/E ratio of 25.68 and a beta of 0.33.

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

The Innovator S&P 500 Ultra Buffer ETF – October (UOCT) 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. UOCT was launched on Oct 1, 2018 and is managed by Innovator.