BFI Wealth Solutions LLC Acquires New Holdings in Innovator U.S. Small Cap Power Buffer ETF – July $KJUL

BFI Wealth Solutions LLC bought a new position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 42,761 shares of the company’s stock, valued at approximately $1,356,000. Innovator U.S. Small Cap Power Buffer ETF – July comprises approximately 1.3% of BFI Wealth Solutions LLC’s investment portfolio, making the stock its 24th biggest position. BFI Wealth Solutions LLC owned 1.04% of Innovator U.S. Small Cap Power Buffer ETF – July at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in KJUL. Advisory Services Network LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the 3rd quarter valued at about $116,000. Collaborative Wealth Managment Inc. bought a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the 3rd quarter valued at approximately $201,000. Allworth Financial LP increased its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 9.6% in the 4th quarter. Allworth Financial LP now owns 7,164 shares of the company’s stock worth $227,000 after acquiring an additional 629 shares in the last quarter. Crown Wealth Group LLC increased its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 4.2% in the 4th quarter. Crown Wealth Group LLC now owns 7,946 shares of the company’s stock worth $252,000 after acquiring an additional 322 shares in the last quarter. Finally, Arete Wealth Advisors LLC bought a new stake in Innovator U.S. Small Cap Power Buffer ETF – July during the 3rd quarter worth approximately $286,000.

Innovator U.S. Small Cap Power Buffer ETF – July Trading Down 0.1%

BATS KJUL opened at $33.85 on Friday. The stock has a market cap of $138.78 million, a price-to-earnings ratio of 15.99 and a beta of 0.57. Innovator U.S. Small Cap Power Buffer ETF – July has a 12 month low of $28.17 and a 12 month high of $33.91. The company’s 50 day moving average is $33.50 and its two-hundred day moving average is $32.60.

Innovator U.S. Small Cap Power Buffer ETF – July Company Profile

The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.