My Personal CFO LLC Grows Holdings in Innovator U.S. Equity Buffer ETF – December (BATS:BDEC)

My Personal CFO LLC lifted its position in shares of Innovator U.S. Equity Buffer ETF – December (BATS:BDEC) by 11.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 74,336 shares of the company’s stock after buying an additional 7,356 shares during the quarter. Innovator U.S. Equity Buffer ETF – December makes up 1.6% of My Personal CFO LLC’s investment portfolio, making the stock its 15th largest position. My Personal CFO LLC’s holdings in Innovator U.S. Equity Buffer ETF – December were worth $3,205,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of BDEC. Benjamin Edwards Inc. acquired a new position in shares of Innovator U.S. Equity Buffer ETF – December during the 3rd quarter valued at about $298,000. Cerity Partners LLC raised its stake in Innovator U.S. Equity Buffer ETF – December by 7.9% during the third quarter. Cerity Partners LLC now owns 36,846 shares of the company’s stock worth $1,587,000 after purchasing an additional 2,697 shares during the period. Weaver Consulting Group grew its stake in shares of Innovator U.S. Equity Buffer ETF – December by 48.2% during the 4th quarter. Weaver Consulting Group now owns 9,238 shares of the company’s stock valued at $398,000 after buying an additional 3,004 shares during the period. Brookstone Capital Management raised its position in shares of Innovator U.S. Equity Buffer ETF – December by 112.0% in the 3rd quarter. Brookstone Capital Management now owns 36,884 shares of the company’s stock worth $1,589,000 after buying an additional 19,489 shares during the period. Finally, Lantz Financial LLC boosted its holdings in Innovator U.S. Equity Buffer ETF – December by 56.5% in the fourth quarter. Lantz Financial LLC now owns 11,710 shares of the company’s stock valued at $505,000 after acquiring an additional 4,227 shares during the last quarter.

Innovator U.S. Equity Buffer ETF – December Stock Performance

BDEC stock opened at $43.96 on Friday. The firm’s 50-day moving average price is $43.63 and its 200-day moving average price is $43.06. The stock has a market capitalization of $162.66 million, a P/E ratio of 24.29 and a beta of 0.75.

About Innovator U.S. Equity Buffer ETF – December

The Innovator S&P 500 Buffer ETF – December (BDEC) 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. BDEC was launched on Dec 1, 2019 and is managed by Innovator.