Heritage Wealth Management Inc. Acquires 22,386 Shares of Innovator Laddered Allocation Buffer ETF $BUFB

Heritage Wealth Management Inc. lifted its holdings in shares of Innovator Laddered Allocation Buffer ETF (BATS:BUFB) by 84.2% in the 3rd quarter, Holdings Channel reports. The firm owned 48,986 shares of the company’s stock after acquiring an additional 22,386 shares during the period. Heritage Wealth Management Inc.’s holdings in Innovator Laddered Allocation Buffer ETF were worth $1,751,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Truist Financial Corp lifted its position in Innovator Laddered Allocation Buffer ETF by 3.5% during the third quarter. Truist Financial Corp now owns 23,434 shares of the company’s stock valued at $838,000 after purchasing an additional 792 shares during the last quarter. GWN Securities Inc. raised its position in shares of Innovator Laddered Allocation Buffer ETF by 16.2% during the 3rd quarter. GWN Securities Inc. now owns 173,959 shares of the company’s stock valued at $6,219,000 after buying an additional 24,291 shares in the last quarter. Columbia Advisory Partners LLC lifted its holdings in shares of Innovator Laddered Allocation Buffer ETF by 121.8% during the 3rd quarter. Columbia Advisory Partners LLC now owns 75,809 shares of the company’s stock worth $2,709,000 after acquiring an additional 41,633 shares during the last quarter. Capital Investment Advisors LLC bought a new stake in shares of Innovator Laddered Allocation Buffer ETF during the 3rd quarter worth $210,000. Finally, Blue Bell Private Wealth Management LLC grew its position in Innovator Laddered Allocation Buffer ETF by 19.1% in the third quarter. Blue Bell Private Wealth Management LLC now owns 9,624 shares of the company’s stock worth $344,000 after acquiring an additional 1,546 shares in the last quarter.

Innovator Laddered Allocation Buffer ETF Stock Up 4.0%

BUFB opened at $36.94 on Friday. The business’s fifty day simple moving average is $36.62 and its 200 day simple moving average is $35.74. Innovator Laddered Allocation Buffer ETF has a 52 week low of $28.23 and a 52 week high of $34.49. The stock has a market cap of $230.14 million, a PE ratio of 24.89 and a beta of 0.70.

Innovator Laddered Allocation Buffer ETF Company 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.