ETFs
JW Cole Advisors Inc. Increases Equity Holdings in Laddered Innovator U.S. Equity Power Buffer ETFs (BATS:BUFF)
JW Cole Advisors Inc. increased its position in the Innovator Laddered Fund of US Equity Power Buffer ETF (BAT: MUSHROOM – Free report) by 71.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The company owned 13,951 shares of the company’s stock after purchasing an additional 5,805 shares during the quarter. JW Cole Advisors Inc. owned 0.14% of Innovator Laddered Fund of US Equity Power Buffer ETFs worth $582,000 in its most recent filing with the Securities & Exchange Commission.
Other hedge funds have also recently modified their positions in the company. KFG Wealth Management LLC increased its stake in shares of Innovator Laddered Fund of US Equity Power Buffer ETFs by 9.5% in the fourth quarter. KFG Wealth Management LLC now owns 323,051 shares of the company’s stock worth $12,948,000 after purchasing an additional 27,937 shares during the period. Brookstone Capital Management increased its stake in shares of Innovator Laddered Fund of US Equity Power Buffer ETFs by 110.7% in the fourth quarter. Brookstone Capital Management now owns 137,125 shares of the company’s stock worth $5,496,000 after purchasing an additional 72,054 shares during the period. Garden State Investment Advisory Services LLC increased its stake in shares of Innovator Laddered Fund of US Equity Power Buffer ETFs by 277.7% in the fourth quarter. Garden State Investment Advisory Services LLC now owns 101,695 shares of the company’s stock worth $4,076,000 after purchasing an additional 74,769 shares during the period. Cambridge Investment Research Advisors Inc. increased its position in Innovator Laddered Fund of US Equity Power Buffer ETFs by 4.2% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 77,720 shares of the company’s stock worth $3,244,000 after purchasing an additional 3,118 shares during the period. Finally, FORVIS Wealth Advisors LLC increased its position in Innovator Laddered Fund of US Equity Power Buffer ETFs by 327.9% during the 4th quarter. FORVIS Wealth Advisors LLC now owns 63,170 shares of the company’s stock worth $2,532,000 after purchasing an additional 48,406 shares during the period.
Performance of Power Buffer ETFs of the Innovator US Equity Laddered Fund
BAT: MUSHROOM The stock opened at $43.18 on Friday. The stock’s 50-day moving average is $42.40 and its 200-day moving average is $41.41. The stock has a market cap of $431.80 million, a price-to-earnings ratio of 23.93, and a beta of 0.49.
Power Buffer ETF Profile of the Innovative US Equity Laddered Fund
The Innovator Laddered Allocation Power Buffer ETF (BUFF) is an exchange-traded fund that invests primarily in large-cap stocks. The fund tracks an equally weighted index of Innovator’s twelve monthly Power Buffer ETFs, which targets specific dampened losses and capped gains on the S&P 500. BUFF was launched on October 20, 2016 and is managed by Innovator.
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Want to see what other hedge funds are holding in BUFF? Visit HoldingsChannel.com to get the latest 13F filings and insider transactions for Innovator Laddered Fund of US Equity Power Buffer ETF (BAT: MUSHROOM – Free report).
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