Summit Wealth Partners LLC Cuts Stake in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

Summit Wealth Partners LLC reduced its stake in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB) by 21.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,405 shares of the company’s stock after selling 2,054 shares during the period. Summit Wealth Partners LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – February were worth $267,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. CNB Bank purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February in the first quarter worth $35,000. Evermay Wealth Management LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February during the first quarter valued at $38,000. Ashton Thomas Private Wealth LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February during the second quarter valued at $46,000. Fiduciary Alliance LLC bought a new position in Innovator U.S. Equity Power Buffer ETF – February in the second quarter valued at about $201,000. Finally, Catalina Capital Group LLC lifted its holdings in Innovator U.S. Equity Power Buffer ETF – February by 8.2% in the first quarter. Catalina Capital Group LLC now owns 7,950 shares of the company’s stock valued at $272,000 after acquiring an additional 600 shares during the period.

Innovator U.S. Equity Power Buffer ETF – February Stock Performance

PFEB stock opened at $36.13 on Friday. The firm has a fifty day moving average price of $35.93 and a 200-day moving average price of $35.19. The company has a market capitalization of $788.72 million, a P/E ratio of 24.35 and a beta of 0.47.

About Innovator U.S. Equity Power Buffer ETF – February

The Innovator U.S. Equity Power Buffer ETF – February (PFEB) 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. PFEB was launched on Feb 3, 2020 and is managed by Innovator.