Whipplewood Advisors LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

Whipplewood Advisors LLC acquired a new stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 893 shares of the company’s stock, valued at approximately $37,000.

A number of other institutional investors and hedge funds have also made changes to their positions in PJUL. Allworth Financial LP raised its holdings in Innovator U.S. Equity Power Buffer ETF – July by 3.5% in the fourth quarter. Allworth Financial LP now owns 8,327 shares of the company’s stock valued at $348,000 after acquiring an additional 284 shares in the last quarter. Elmwood Wealth Management Inc. raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – July by 0.6% in the 4th quarter. Elmwood Wealth Management Inc. now owns 85,397 shares of the company’s stock valued at $3,516,000 after purchasing an additional 483 shares in the last quarter. Nations Financial Group Inc. IA ADV lifted its position in shares of Innovator U.S. Equity Power Buffer ETF – July by 1.8% during the 4th quarter. Nations Financial Group Inc. IA ADV now owns 30,526 shares of the company’s stock worth $1,257,000 after purchasing an additional 551 shares during the last quarter. Tradition Wealth Management LLC grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – July by 7.7% during the third quarter. Tradition Wealth Management LLC now owns 8,048 shares of the company’s stock worth $326,000 after purchasing an additional 573 shares in the last quarter. Finally, Stonebridge Financial Group LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – July in the fourth quarter valued at $33,000.

Innovator U.S. Equity Power Buffer ETF – July Trading Up 1.4 %

BATS:PJUL opened at $41.63 on Friday. The firm has a market cap of $898.38 million, a PE ratio of 27.17 and a beta of 0.47. The business’s 50-day simple moving average is $41.62 and its 200-day simple moving average is $40.90.

Innovator U.S. Equity Power Buffer ETF – July Profile

The Innovator S&P 500 Power Buffer ETF — July (PJUL) is an exchange-traded fund that is based on the S&P 500 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. PJUL was launched on Aug 8, 2018 and is managed by Innovator.