Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) Stake Boosted by KFG Wealth Management LLC

KFG Wealth Management LLC increased its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 208.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 90,548 shares of the company’s stock after purchasing an additional 61,184 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – March accounts for about 1.2% of KFG Wealth Management LLC’s investment portfolio, making the stock its 22nd largest holding. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – March were worth $2,957,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in UMAR. Occidental Asset Management LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter valued at $203,000. Brookstone Capital Management lifted its stake in Innovator U.S. Equity Ultra Buffer ETF – March by 4,858.2% in the first quarter. Brookstone Capital Management now owns 558,394 shares of the company’s stock valued at $18,237,000 after buying an additional 547,132 shares during the last quarter. Retirement Planning Group LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter valued at $336,000. Central Valley Advisors LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter valued at $8,177,000. Finally, RFG Advisory LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter valued at $364,000.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Up 0.2 %

UMAR stock traded up $0.06 during mid-day trading on Wednesday, reaching $33.87. The company had a trading volume of 6,273 shares. The firm has a market capitalization of $170.37 million, a PE ratio of 23.14 and a beta of 0.41. The business has a 50 day moving average price of $32.98 and a 200-day moving average price of $32.35.

Innovator U.S. Equity Ultra Buffer ETF – March Company Profile

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) 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. UMAR was launched on Mar 2, 2020 and is managed by Innovator.