Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) Holdings Decreased by KFG Wealth Management LLC

KFG Wealth Management LLC reduced its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 11.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 71,153 shares of the company’s stock after selling 9,323 shares during the period. KFG Wealth Management LLC owned about 1.41% of Innovator U.S. Equity Ultra Buffer ETF – March worth $2,539,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. MML Investors Services LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the third quarter worth $202,000. Truist Financial Corp raised its stake in Innovator U.S. Equity Ultra Buffer ETF – March by 3.9% during the second quarter. Truist Financial Corp now owns 50,496 shares of the company’s stock worth $1,700,000 after acquiring an additional 1,896 shares during the period. Impact Partnership Wealth LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the fourth quarter valued at approximately $1,555,000. Donald L. Hagan LLC grew its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 20.6% during the third quarter. Donald L. Hagan LLC now owns 51,140 shares of the company’s stock valued at $1,784,000 after purchasing an additional 8,721 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the 2nd quarter worth approximately $233,000.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Up 1.6 %

BATS:UMAR opened at $36.28 on Friday. The firm has a market cap of $182.49 million, a price-to-earnings ratio of 23.14 and a beta of 0.41. The firm’s 50-day moving average is $35.81 and its 200 day moving average is $34.93.

Innovator U.S. Equity Ultra Buffer ETF – March Company Profile

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) 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. UMAR was launched on Mar 2, 2020 and is managed by Innovator.