FORVIS Wealth Advisors LLC Lowers Holdings in Innovator U.S. Small Cap Power Buffer ETF – October (BATS:KOCT)

FORVIS Wealth Advisors LLC lowered its stake in Innovator U.S. Small Cap Power Buffer ETF – October (BATS:KOCT) by 8.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 53,554 shares of the company’s stock after selling 4,764 shares during the quarter. FORVIS Wealth Advisors LLC’s holdings in Innovator U.S. Small Cap Power Buffer ETF – October were worth $1,524,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in KOCT. Sugarloaf Wealth Management LLC increased its position in Innovator U.S. Small Cap Power Buffer ETF – October by 603.3% in the fourth quarter. Sugarloaf Wealth Management LLC now owns 5,479 shares of the company’s stock worth $151,000 after purchasing an additional 4,700 shares during the last quarter. Marcum Wealth LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – October during the 4th quarter valued at about $219,000. Diligent Investors LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – October during the 4th quarter valued at about $388,000. BCS Wealth Management lifted its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – October by 53.4% in the 4th quarter. BCS Wealth Management now owns 15,040 shares of the company’s stock valued at $414,000 after acquiring an additional 5,235 shares during the last quarter. Finally, Brookstone Capital Management increased its stake in Innovator U.S. Small Cap Power Buffer ETF – October by 69.2% during the fourth quarter. Brookstone Capital Management now owns 57,991 shares of the company’s stock worth $1,596,000 after acquiring an additional 23,714 shares during the last quarter.

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

Shares of BATS:KOCT traded down $0.02 during trading on Thursday, hitting $28.55. The company had a trading volume of 1,695 shares. The company has a market cap of $87.93 million, a PE ratio of 11.78 and a beta of 0.76. The stock has a 50 day moving average price of $28.41 and a two-hundred day moving average price of $27.92.

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