Columbia Advisory Partners LLC Increases Position in Innovator Laddered Allocation Buffer ETF $BUFB

Columbia Advisory Partners LLC boosted its position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB) by 29.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 183,120 shares of the company’s stock after purchasing an additional 41,572 shares during the period. Innovator Laddered Allocation Buffer ETF makes up about 4.2% of Columbia Advisory Partners LLC’s portfolio, making the stock its 4th largest holding. Columbia Advisory Partners LLC owned 2.94% of Innovator Laddered Allocation Buffer ETF worth $6,576,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Chapman Financial Group LLC acquired a new position in shares of Innovator Laddered Allocation Buffer ETF during the 2nd quarter valued at $263,000. Kingsview Wealth Management LLC raised its stake in shares of Innovator Laddered Allocation Buffer ETF by 30.1% in the 3rd quarter. Kingsview Wealth Management LLC now owns 22,183 shares of the company’s stock worth $793,000 after buying an additional 5,128 shares in the last quarter. CreativeOne Wealth LLC lifted its holdings in shares of Innovator Laddered Allocation Buffer ETF by 15.6% in the third quarter. CreativeOne Wealth LLC now owns 30,348 shares of the company’s stock valued at $1,085,000 after buying an additional 4,097 shares during the period. Raymond James Financial Inc. lifted its holdings in shares of Innovator Laddered Allocation Buffer ETF by 12.0% in the third quarter. Raymond James Financial Inc. now owns 24,208 shares of the company’s stock valued at $865,000 after buying an additional 2,587 shares during the period. Finally, Citadel Advisors LLC bought a new position in Innovator Laddered Allocation Buffer ETF during the third quarter valued at about $451,000.

Innovator Laddered Allocation Buffer ETF Stock Up 0.6%

Shares of BUFB stock opened at $39.31 on Wednesday. The stock has a 50-day simple moving average of $38.79 and a 200 day simple moving average of $37.44. The stock has a market capitalization of $244.90 million, a P/E ratio of 24.89 and a beta of 0.70. Innovator Laddered Allocation Buffer ETF has a fifty-two week low of $33.72 and a fifty-two week high of $40.12.

About Innovator Laddered Allocation Buffer ETF

The Innovator Laddered Allocation Buffer ETF (BUFB) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an equal-weighted index of 12 Innovator US Equity Buffer ETFs, which target specific buffered losses and capped gains on the S&P 500. BUFB was launched on Feb 9, 2022 and is managed by Innovator.