XML Financial LLC Reduces Stake in Innovator U.S. Small Cap Power Buffer ETF – July $KJUL

XML Financial LLC decreased its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 11.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 133,300 shares of the company’s stock after selling 16,820 shares during the period. XML Financial LLC owned 3.25% of Innovator U.S. Small Cap Power Buffer ETF – July worth $4,226,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Compass Advisory Group LLC increased its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 916.7% during the 3rd quarter. Compass Advisory Group LLC now owns 468,529 shares of the company’s stock valued at $14,506,000 after purchasing an additional 422,445 shares during the last quarter. Global Trust Wealth Management LLC bought a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the 4th quarter valued at about $539,000. Long Island Wealth Management Inc. increased its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 6.0% during the 3rd quarter. Long Island Wealth Management Inc. now owns 44,786 shares of the company’s stock valued at $1,387,000 after purchasing an additional 2,530 shares during the last quarter. Truist Financial Corp increased its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 13.7% during the 3rd quarter. Truist Financial Corp now owns 28,385 shares of the company’s stock valued at $879,000 after purchasing an additional 3,431 shares during the last quarter. Finally, Mutual Advisors LLC bought a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the 3rd quarter valued at about $236,000.

Innovator U.S. Small Cap Power Buffer ETF – July Trading Down 0.1%

Shares of Innovator U.S. Small Cap Power Buffer ETF – July stock opened at $33.73 on Friday. The firm has a market capitalization of $138.29 million, a PE ratio of 15.99 and a beta of 0.57. The business’s 50-day moving average price is $33.18 and its 200-day moving average price is $32.41. Innovator U.S. Small Cap Power Buffer ETF – July has a 12 month low of $28.17 and a 12 month high of $33.84.

Innovator U.S. Small Cap Power Buffer ETF – July Profile

The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.