Elmwood Wealth Management Inc. Increases Stake in Innovator U.S. Small Cap Power Buffer ETF – October (BATS:KOCT)

Elmwood Wealth Management Inc. boosted its stake in Innovator U.S. Small Cap Power Buffer ETF – October (BATS:KOCT) by 17.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,200 shares of the company’s stock after purchasing an additional 1,200 shares during the quarter. Elmwood Wealth Management Inc.’s holdings in Innovator U.S. Small Cap Power Buffer ETF – October were worth $251,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Compass Financial Group Inc. acquired a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – October in the 3rd quarter valued at $7,890,000. JPMorgan Chase & Co. purchased a new stake in Innovator U.S. Small Cap Power Buffer ETF – October during the third quarter valued at about $606,000. Fragasso Financial Advisors Inc grew its position in Innovator U.S. Small Cap Power Buffer ETF – October by 33.3% during the fourth quarter. Fragasso Financial Advisors Inc now owns 38,247 shares of the company’s stock valued at $1,169,000 after acquiring an additional 9,557 shares during the period. Sugarloaf Wealth Management LLC increased its stake in Innovator U.S. Small Cap Power Buffer ETF – October by 150.8% during the fourth quarter. Sugarloaf Wealth Management LLC now owns 13,743 shares of the company’s stock worth $420,000 after acquiring an additional 8,264 shares during the last quarter. Finally, Signaturefd LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – October in the 3rd quarter worth about $198,000.

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

Shares of BATS:KOCT traded down $0.32 during trading on Monday, reaching $30.32. 16,864 shares of the stock were exchanged. The company has a 50-day moving average price of $31.10 and a 200-day moving average price of $30.18. The firm has a market capitalization of $93.39 million, a price-to-earnings ratio of 11.78 and a beta of 0.76.

Innovator U.S. Small Cap Power Buffer ETF – October Company Profile

The Innovator U.S. Small Cap Power Buffer ETF – October (KOCT) 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. KOCT was launched on Oct 1, 2019 and is managed by Innovator.