KFG Wealth Management LLC Trims Holdings in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

KFG Wealth Management LLC reduced its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 63,539 shares of the company’s stock after selling 922 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – December makes up 0.9% of KFG Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. KFG Wealth Management LLC owned about 2.37% of Innovator U.S. Equity Ultra Buffer ETF – December worth $2,179,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UDEC. Brookstone Capital Management increased its stake in Innovator U.S. Equity Ultra Buffer ETF – December by 6.1% in the 1st quarter. Brookstone Capital Management now owns 565,820 shares of the company’s stock valued at $18,909,000 after buying an additional 32,457 shares during the period. SageView Advisory Group LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter worth about $13,067,000. MGO One Seven LLC lifted its position in Innovator U.S. Equity Ultra Buffer ETF – December by 3.8% in the fourth quarter. MGO One Seven LLC now owns 146,057 shares of the company’s stock valued at $4,679,000 after purchasing an additional 5,403 shares during the period. Truist Financial Corp increased its position in Innovator U.S. Equity Ultra Buffer ETF – December by 15.0% during the 4th quarter. Truist Financial Corp now owns 50,493 shares of the company’s stock worth $1,618,000 after purchasing an additional 6,570 shares during the period. Finally, Spire Wealth Management increased its position in Innovator U.S. Equity Ultra Buffer ETF – December by 2,332.7% during the 4th quarter. Spire Wealth Management now owns 47,437 shares of the company’s stock worth $1,532,000 after purchasing an additional 45,487 shares during the period.

Innovator U.S. Equity Ultra Buffer ETF – December Price Performance

Shares of UDEC traded up $0.04 during mid-day trading on Friday, hitting $34.60. The company’s stock had a trading volume of 724 shares. The stock has a market capitalization of $92.74 million, a price-to-earnings ratio of 23.98 and a beta of 0.63. The business has a fifty day moving average of $34.29 and a 200-day moving average of $33.62.

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

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) 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. UDEC was launched on Dec 2, 2019 and is managed by Innovator.