Heritage Wealth Management Inc. grew its position in Innovator Laddered Allocation Buffer ETF (BATS:BUFB – Free Report) by 16.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,863 shares of the company’s stock after purchasing an additional 13,853 shares during the period. Innovator Laddered Allocation Buffer ETF comprises about 1.0% of Heritage Wealth Management Inc.’s portfolio, making the stock its 22nd largest position. Heritage Wealth Management Inc. owned approximately 1.59% of Innovator Laddered Allocation Buffer ETF worth $3,982,000 at the end of the most recent reporting period.
Several other hedge funds also recently bought and sold shares of the company. VestGen Advisors LLC grew its holdings in shares of Innovator Laddered Allocation Buffer ETF by 36.1% in the 3rd quarter. VestGen Advisors LLC now owns 9,617 shares of the company’s stock valued at $387,000 after buying an additional 2,553 shares during the period. Vaquero Private Wealth Ltd. increased its position in shares of Innovator Laddered Allocation Buffer ETF by 66.7% in the 3rd quarter. Vaquero Private Wealth Ltd. now owns 14,500 shares of the company’s stock valued at $584,000 after buying an additional 5,800 shares in the last quarter. Capital Wealth Management LLC increased its position in shares of Innovator Laddered Allocation Buffer ETF by 7.1% in the 3rd quarter. Capital Wealth Management LLC now owns 252,553 shares of the company’s stock valued at $10,174,000 after buying an additional 16,844 shares in the last quarter. AGH Wealth Advisors LLC acquired a new stake in Innovator Laddered Allocation Buffer ETF during the 3rd quarter worth $2,389,000. Finally, DHJJ Financial Advisors Ltd. raised its stake in Innovator Laddered Allocation Buffer ETF by 19.2% during the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 2,312 shares of the company’s stock worth $93,000 after buying an additional 372 shares during the period.
Innovator Laddered Allocation Buffer ETF Trading Down 1.3%
Shares of Innovator Laddered Allocation Buffer ETF stock opened at $40.05 on Friday. The stock’s fifty day simple moving average is $40.38 and its 200 day simple moving average is $38.66. The company has a market capitalization of $249.51 million, a PE ratio of 24.89 and a beta of 0.70. Innovator Laddered Allocation Buffer ETF has a 12 month low of $35.10 and a 12 month high of $41.00.
Innovator Laddered Allocation Buffer ETF Profile
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.
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