BFI Wealth Solutions LLC Invests $4.60 Million in Innovator U.S. Small Cap Power Buffer ETF – January $KJAN

BFI Wealth Solutions LLC bought a new stake in Innovator U.S. Small Cap Power Buffer ETF – January (BATS:KJAN) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 111,045 shares of the company’s stock, valued at approximately $4,599,000. Innovator U.S. Small Cap Power Buffer ETF – January comprises 4.4% of BFI Wealth Solutions LLC’s investment portfolio, making the stock its 4th biggest position. BFI Wealth Solutions LLC owned about 1.45% of Innovator U.S. Small Cap Power Buffer ETF – January as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Long Island Wealth Management Inc. boosted its stake in Innovator U.S. Small Cap Power Buffer ETF – January by 1.0% in the 4th quarter. Long Island Wealth Management Inc. now owns 435,696 shares of the company’s stock valued at $18,047,000 after purchasing an additional 4,413 shares during the period. Compass Advisory Group LLC increased its position in Innovator U.S. Small Cap Power Buffer ETF – January by 0.9% during the 4th quarter. Compass Advisory Group LLC now owns 282,802 shares of the company’s stock worth $11,714,000 after buying an additional 2,477 shares during the period. MBL Wealth LLC increased its position in Innovator U.S. Small Cap Power Buffer ETF – January by 0.4% during the 4th quarter. MBL Wealth LLC now owns 215,473 shares of the company’s stock worth $8,925,000 after buying an additional 833 shares during the period. Raymond James Financial Inc. increased its position in Innovator U.S. Small Cap Power Buffer ETF – January by 15.9% during the 2nd quarter. Raymond James Financial Inc. now owns 146,664 shares of the company’s stock worth $5,497,000 after buying an additional 20,151 shares during the period. Finally, Blair William & Co. IL lifted its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – January by 2.5% during the fourth quarter. Blair William & Co. IL now owns 121,505 shares of the company’s stock worth $5,033,000 after buying an additional 3,000 shares in the last quarter.

Innovator U.S. Small Cap Power Buffer ETF – January Stock Performance

Shares of Innovator U.S. Small Cap Power Buffer ETF – January stock opened at $45.31 on Friday. The firm has a 50-day moving average of $44.31 and a 200-day moving average of $42.97. The stock has a market cap of $347.98 million, a PE ratio of 15.75 and a beta of 0.64. Innovator U.S. Small Cap Power Buffer ETF – January has a 52-week low of $36.66 and a 52-week high of $45.46.

Innovator U.S. Small Cap Power Buffer ETF – January Profile

The Innovator U.S. Small Cap Power Buffer ETF – January (KJAN) 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. KJAN was launched on Jan 1, 2020 and is managed by Innovator.