KFG Wealth Management LLC Lowers Stake in Innovator U.S. Equity Power Buffer ETF – July $PJUL
by Renee Jackson · The Cerbat GemKFG Wealth Management LLC reduced its position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 37.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,935 shares of the company’s stock after selling 29,974 shares during the quarter. KFG Wealth Management LLC owned approximately 0.24% of Innovator U.S. Equity Power Buffer ETF – July worth $2,318,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also recently modified their holdings of PJUL. Bernard Wealth Management Corp. boosted its holdings in Innovator U.S. Equity Power Buffer ETF – July by 124.9% in the 3rd quarter. Bernard Wealth Management Corp. now owns 1,082 shares of the company’s stock worth $49,000 after buying an additional 601 shares during the period. Chapman Financial Group LLC bought a new stake in Innovator U.S. Equity Power Buffer ETF – July during the second quarter valued at about $53,000. PFS Partners LLC lifted its position in shares of Innovator U.S. Equity Power Buffer ETF – July by 36.6% in the third quarter. PFS Partners LLC now owns 2,157 shares of the company’s stock valued at $98,000 after acquiring an additional 578 shares in the last quarter. MMA Asset Management LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – July in the third quarter valued at about $115,000. Finally, Capital Investment Advisory Services LLC boosted its stake in shares of Innovator U.S. Equity Power Buffer ETF – July by 14.8% in the third quarter. Capital Investment Advisory Services LLC now owns 2,636 shares of the company’s stock worth $120,000 after acquiring an additional 340 shares during the period.
Innovator U.S. Equity Power Buffer ETF – July Trading Up 0.3%
BATS:PJUL opened at $46.32 on Tuesday. Innovator U.S. Equity Power Buffer ETF – July has a 12-month low of $37.10 and a 12-month high of $47.05. The stock has a 50-day moving average price of $46.48 and a 200 day moving average price of $46.18. The stock has a market capitalization of $961.14 million, a P/E ratio of 24.44 and a beta of 0.46.
Innovator U.S. Equity Power Buffer ETF – July Profile
The Innovator S&P 500 Power Buffer ETF — July (PJUL) is an exchange-traded fund that is based on the S&P 500 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. PJUL was launched on Aug 8, 2018 and is managed by Innovator.