Beacon Financial Advisory LLC lifted its holdings in Innovator U.S. Equity Buffer ETF – July (BATS:BJUL – Free Report) by 25.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,135 shares of the company’s stock after acquiring an additional 1,231 shares during the period. Beacon Financial Advisory LLC owned approximately 0.13% of Innovator U.S. Equity Buffer ETF – July worth $268,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Paladin Wealth LLC acquired a new stake in Innovator U.S. Equity Buffer ETF – July in the third quarter worth $38,000. Ashton Thomas Private Wealth LLC bought a new stake in Innovator U.S. Equity Buffer ETF – July in the 2nd quarter valued at about $71,000. Triad Wealth Partners LLC acquired a new position in Innovator U.S. Equity Buffer ETF – July during the 2nd quarter worth approximately $195,000. Bright Futures Wealth Management LLC. bought a new position in Innovator U.S. Equity Buffer ETF – July in the first quarter worth approximately $220,000. Finally, Daymark Wealth Partners LLC acquired a new stake in Innovator U.S. Equity Buffer ETF – July in the third quarter valued at approximately $249,000.
Innovator U.S. Equity Buffer ETF – July Stock Performance
BATS BJUL opened at $44.61 on Thursday. The firm’s 50 day moving average price is $43.45 and its 200 day moving average price is $42.15. The company has a market capitalization of $213.24 million, a P/E ratio of 24.87 and a beta of 0.75.
Innovator U.S. Equity Buffer ETF – July Profile
The Innovator U.S. Equity Buffer ETF – July (BJUL) 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. BJUL was launched on Aug 29, 2018 and is managed by Innovator.
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