ODonnell Financial Services LLC lessened its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) by 1.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 58,832 shares of the company’s stock after selling 761 shares during the period. Innovator U.S. Small Cap Power Buffer ETF – July comprises about 0.7% of ODonnell Financial Services LLC’s portfolio, making the stock its 19th largest holding. ODonnell Financial Services LLC owned 1.17% of Innovator U.S. Small Cap Power Buffer ETF – July worth $1,626,000 as of its most recent filing with the SEC.
Several other large investors have also modified their holdings of the stock. Triad Wealth Partners LLC purchased a new position in Innovator U.S. Small Cap Power Buffer ETF – July in the 2nd quarter worth about $44,000. BCGM Wealth Management LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the 4th quarter valued at approximately $206,000. Atria Wealth Solutions Inc. acquired a new position in Innovator U.S. Small Cap Power Buffer ETF – July in the 4th quarter worth approximately $246,000. Kingsview Wealth Management LLC grew its position in Innovator U.S. Small Cap Power Buffer ETF – July by 7.8% during the 1st quarter. Kingsview Wealth Management LLC now owns 9,425 shares of the company’s stock worth $265,000 after purchasing an additional 679 shares in the last quarter. Finally, Sugarloaf Wealth Management LLC raised its stake in Innovator U.S. Small Cap Power Buffer ETF – July by 98.8% during the 2nd quarter. Sugarloaf Wealth Management LLC now owns 11,677 shares of the company’s stock valued at $323,000 after purchasing an additional 5,802 shares during the period.
Innovator U.S. Small Cap Power Buffer ETF – July Price Performance
Shares of Innovator U.S. Small Cap Power Buffer ETF – July stock traded up $0.12 during midday trading on Friday, hitting $28.95. The company’s stock had a trading volume of 5,313 shares. The stock has a market cap of $145.62 million, a price-to-earnings ratio of 12.79 and a beta of 0.74. The company’s fifty day simple moving average is $28.19 and its 200-day simple moving average is $27.72.
Innovator U.S. Small Cap Power Buffer ETF – July Company Profile
The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.
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