Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) Shares Sold by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC decreased its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 23.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,219 shares of the company’s stock after selling 8,391 shares during the period. Forvis Mazars Wealth Advisors LLC’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $801,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. ODonnell Financial Services LLC boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 1,043.5% during the fourth quarter. ODonnell Financial Services LLC now owns 646,392 shares of the company’s stock valued at $19,027,000 after acquiring an additional 589,865 shares during the last quarter. Gradient Investments LLC acquired a new stake in Innovator U.S. Small Cap Power Buffer ETF – July during the fourth quarter worth approximately $10,491,000. Allworth Financial LP raised its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 156.6% in the 4th quarter. Allworth Financial LP now owns 492,685 shares of the company’s stock valued at $14,800,000 after acquiring an additional 300,644 shares during the last quarter. Motiv8 Investments LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 93.8% during the 3rd quarter. Motiv8 Investments LLC now owns 165,078 shares of the company’s stock worth $4,809,000 after purchasing an additional 79,920 shares during the period. Finally, Brookstone Capital Management lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 74.6% during the 4th quarter. Brookstone Capital Management now owns 43,246 shares of the company’s stock worth $1,273,000 after purchasing an additional 18,471 shares during the period.

Innovator U.S. Small Cap Power Buffer ETF – July Stock Performance

Shares of BATS:KJUL opened at $29.40 on Monday. The stock has a market capitalization of $152.30 million, a P/E ratio of 17.84 and a beta of 0.57. The firm has a 50 day simple moving average of $29.75 and a two-hundred day simple moving average of $29.38.

Innovator U.S. Small Cap Power Buffer ETF – July 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.