Innovator U.S. Small Cap Power Buffer ETF – August $KAUG Holdings Cut by Berkshire Money Management Inc.

Berkshire Money Management Inc. reduced its stake in Innovator U.S. Small Cap Power Buffer ETF – August (BATS:KAUG) by 80.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 485,177 shares of the company’s stock after selling 2,011,067 shares during the period. Innovator U.S. Small Cap Power Buffer ETF – August accounts for about 1.3% of Berkshire Money Management Inc.’s investment portfolio, making the stock its 20th biggest holding. Berkshire Money Management Inc. owned about 11.08% of Innovator U.S. Small Cap Power Buffer ETF – August worth $13,007,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in KAUG. Advisory Services Network LLC bought a new stake in Innovator U.S. Small Cap Power Buffer ETF – August in the third quarter valued at $26,000. Foundations Investment Advisors LLC lifted its position in Innovator U.S. Small Cap Power Buffer ETF – August by 6.2% in the 4th quarter. Foundations Investment Advisors LLC now owns 20,431 shares of the company’s stock valued at $542,000 after purchasing an additional 1,188 shares during the last quarter. Cetera Investment Advisers boosted its stake in Innovator U.S. Small Cap Power Buffer ETF – August by 22.2% during the 2nd quarter. Cetera Investment Advisers now owns 11,475 shares of the company’s stock valued at $285,000 after purchasing an additional 2,081 shares during the period. Kestra Advisory Services LLC boosted its stake in Innovator U.S. Small Cap Power Buffer ETF – August by 7.2% during the 4th quarter. Kestra Advisory Services LLC now owns 41,818 shares of the company’s stock valued at $1,109,000 after purchasing an additional 2,792 shares during the period. Finally, Faithward Advisors LLC grew its position in Innovator U.S. Small Cap Power Buffer ETF – August by 44.3% in the 4th quarter. Faithward Advisors LLC now owns 14,737 shares of the company’s stock worth $391,000 after purchasing an additional 4,525 shares during the last quarter.

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

Shares of BATS:KAUG opened at $28.60 on Friday. The firm’s 50 day moving average is $28.25 and its two-hundred day moving average is $27.43. Innovator U.S. Small Cap Power Buffer ETF – August has a 52 week low of $24.32 and a 52 week high of $28.61.

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

The Innovator US Small Cap Power Buffer ETF – August (KAUG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in the price movement of the iShares Russell 2000 ETF, up to a predetermined cap, while buffering the first 15% of losses over a one-year period. The fund is actively managed, using FLEX options and collateral to provide exposure. KAUG was launched on Aug 1, 2024 and is issued by Innovator.