Innovator U.S. Equity Ultra Buffer ETF – March $UMAR Shares Sold by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC lowered its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 85.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 43,978 shares of the company’s stock after selling 248,575 shares during the period. WealthPlan Investment Management LLC owned 0.85% of Innovator U.S. Equity Ultra Buffer ETF – March worth $1,757,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in UMAR. Raymond James Financial Inc. boosted its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 126.0% during the second quarter. Raymond James Financial Inc. now owns 65,998 shares of the company’s stock valued at $2,482,000 after acquiring an additional 36,798 shares during the last quarter. Susquehanna International Group LLP boosted its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 166.0% during the third quarter. Susquehanna International Group LLP now owns 47,925 shares of the company’s stock valued at $1,870,000 after acquiring an additional 29,907 shares during the last quarter. Citadel Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the third quarter valued at $550,000. Ballast Rock Private Wealth LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the 4th quarter worth about $559,000. Finally, Focus Partners Wealth acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the 1st quarter worth about $469,000.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Performance

Shares of BATS:UMAR opened at $41.79 on Monday. The stock’s 50-day moving average price is $40.66 and its two-hundred day moving average price is $40.16. Innovator U.S. Equity Ultra Buffer ETF – March has a 12-month low of $36.22 and a 12-month high of $42.02. The firm has a market cap of $217.31 million, a price-to-earnings ratio of 25.05 and a beta of 0.34.

Innovator U.S. Equity Ultra Buffer ETF – March Profile

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. UMAR was launched on Mar 2, 2020 and is managed by Innovator.