KFG Wealth Management LLC Has $8.98 Million Stake in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL)

KFG Wealth Management LLC trimmed its stake in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 6.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 260,229 shares of the company’s stock after selling 18,695 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – July accounts for 1.7% of KFG Wealth Management LLC’s portfolio, making the stock its 15th largest position. KFG Wealth Management LLC owned about 0.11% of Innovator U.S. Equity Ultra Buffer ETF – July worth $8,977,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in UJUL. Raymond James & Associates increased its position in Innovator U.S. Equity Ultra Buffer ETF – July by 1.7% in the 3rd quarter. Raymond James & Associates now owns 218,211 shares of the company’s stock worth $7,400,000 after purchasing an additional 3,713 shares during the last quarter. Barclays PLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July in the third quarter worth approximately $148,000. Sugarloaf Wealth Management LLC raised its position in Innovator U.S. Equity Ultra Buffer ETF – July by 134.0% during the third quarter. Sugarloaf Wealth Management LLC now owns 7,858 shares of the company’s stock valued at $266,000 after acquiring an additional 4,500 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 2.9% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 216,446 shares of the company’s stock valued at $7,340,000 after acquiring an additional 6,102 shares during the last quarter. Finally, Archer Investment Corp lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – July by 67.7% in the third quarter. Archer Investment Corp now owns 16,057 shares of the company’s stock valued at $544,000 after acquiring an additional 6,485 shares during the last quarter.

Innovator U.S. Equity Ultra Buffer ETF – July Trading Up 2.5 %

Shares of UJUL opened at $35.26 on Friday. The business’s 50 day simple moving average is $34.76 and its two-hundred day simple moving average is $33.92. The firm has a market cap of $85.67 million, a price-to-earnings ratio of 24.17 and a beta of 0.53.

About Innovator U.S. Equity Ultra Buffer ETF – July

The Innovator S&P 500 Ultra Buffer ETF — July (UJUL) 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. UJUL was launched on Aug 8, 2018 and is managed by Innovator.