Capital Wealth Management LLC Decreases Stock Position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

Capital Wealth Management LLC trimmed its holdings in shares of Innovator Laddered Allocation Buffer ETF (BATS:BUFBFree Report) by 3.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 68,797 shares of the company’s stock after selling 2,693 shares during the period. Innovator Laddered Allocation Buffer ETF makes up about 1.0% of Capital Wealth Management LLC’s investment portfolio, making the stock its 19th largest holding. Capital Wealth Management LLC owned 1.88% of Innovator Laddered Allocation Buffer ETF worth $2,021,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Advisory Services Network LLC purchased a new position in shares of Innovator Laddered Allocation Buffer ETF in the 4th quarter worth $310,000. D.B. Root & Company LLC grew its stake in shares of Innovator Laddered Allocation Buffer ETF by 9.8% during the 4th quarter. D.B. Root & Company LLC now owns 13,440 shares of the company’s stock valued at $373,000 after purchasing an additional 1,202 shares during the period. Principal Securities Inc. bought a new stake in shares of Innovator Laddered Allocation Buffer ETF during the 4th quarter valued at about $414,000. Continuum Wealth Advisors LLC increased its position in shares of Innovator Laddered Allocation Buffer ETF by 39.3% during the 4th quarter. Continuum Wealth Advisors LLC now owns 16,862 shares of the company’s stock valued at $468,000 after purchasing an additional 4,754 shares during the last quarter. Finally, Centaurus Financial Inc. lifted its stake in shares of Innovator Laddered Allocation Buffer ETF by 3.6% in the 4th quarter. Centaurus Financial Inc. now owns 22,940 shares of the company’s stock worth $637,000 after purchasing an additional 799 shares during the period.

Innovator Laddered Allocation Buffer ETF Trading Up 0.0 %

BUFB traded up $0.00 during midday trading on Thursday, reaching $30.70. The company had a trading volume of 11,035 shares. The company’s 50-day moving average price is $29.92 and its 200-day moving average price is $29.03. The firm has a market capitalization of $112.98 million, a P/E ratio of 24.59 and a beta of 0.70.

Innovator Laddered Allocation Buffer ETF Company Profile

(Free Report)

The Innovator Laddered Allocation Buffer ETF (BUFB) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an equal-weighted index of 12 Innovator US Equity Buffer ETFs, which target specific buffered losses and capped gains on the S&P 500. BUFB was launched on Feb 9, 2022 and is managed by Innovator.

Read More

Institutional Ownership by Quarter for Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

Receive News & Ratings for Innovator Laddered Allocation Buffer ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Laddered Allocation Buffer ETF and related companies with MarketBeat.com's FREE daily email newsletter.