Summit Wealth Partners LLC Trims Position in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Summit Wealth Partners LLC decreased its position in shares of Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG) by 26.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,884 shares of the company’s stock after selling 4,263 shares during the quarter. Summit Wealth Partners LLC owned 0.06% of Innovator U.S. Equity Power Buffer ETF – August worth $458,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in PAUG. JPMorgan Chase & Co. grew its position in shares of Innovator U.S. Equity Power Buffer ETF – August by 80.8% during the third quarter. JPMorgan Chase & Co. now owns 4,622 shares of the company’s stock worth $175,000 after buying an additional 2,065 shares in the last quarter. WorthPointe LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – August in the 3rd quarter valued at approximately $201,000. Orion Portfolio Solutions LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – August in the third quarter valued at approximately $223,000. Fiduciary Alliance LLC raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – August by 10.1% in the third quarter. Fiduciary Alliance LLC now owns 6,356 shares of the company’s stock worth $241,000 after acquiring an additional 581 shares during the last quarter. Finally, Lion Street Advisors LLC raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – August by 10.4% in the third quarter. Lion Street Advisors LLC now owns 7,371 shares of the company’s stock worth $279,000 after acquiring an additional 692 shares during the last quarter.

Innovator U.S. Equity Power Buffer ETF – August Stock Performance

BATS PAUG opened at $39.14 on Thursday. The firm has a market capitalization of $782.80 million, a PE ratio of 24.90 and a beta of 0.61. The business has a fifty day moving average of $38.79 and a two-hundred day moving average of $37.96.

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

The Innovator U.S. Equity Power Buffer ETF – August (PAUG) 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. PAUG was launched on Aug 1, 2019 and is managed by Innovator.