Compass Advisory Group LLC Sells 429,608 Shares of Innovator U.S. Small Cap Power Buffer ETF – July $KJUL

Compass Advisory Group LLC trimmed its position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 88.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,117 shares of the company’s stock after selling 429,608 shares during the quarter. Compass Advisory Group LLC’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $1,733,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Crown Wealth Group LLC lifted its stake in Innovator U.S. Small Cap Power Buffer ETF – July by 4.2% in the 4th quarter. Crown Wealth Group LLC now owns 7,946 shares of the company’s stock worth $252,000 after purchasing an additional 322 shares in the last quarter. Wood Tarver Financial Group LLC grew its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 1.4% during the 4th quarter. Wood Tarver Financial Group LLC now owns 26,012 shares of the company’s stock valued at $824,000 after purchasing an additional 359 shares in the last quarter. Allworth Financial LP grew its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 9.6% during the 4th quarter. Allworth Financial LP now owns 7,164 shares of the company’s stock valued at $227,000 after purchasing an additional 629 shares in the last quarter. Long Island Wealth Management Inc. increased its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 2.5% in the fourth quarter. Long Island Wealth Management Inc. now owns 45,886 shares of the company’s stock worth $1,455,000 after purchasing an additional 1,100 shares during the period. Finally, Diligent Investors LLC increased its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 3.4% in the third quarter. Diligent Investors LLC now owns 57,159 shares of the company’s stock worth $1,770,000 after purchasing an additional 1,860 shares during the period.

Innovator U.S. Small Cap Power Buffer ETF – July Stock Performance

Shares of KJUL stock opened at $33.89 on Friday. The company has a market capitalization of $138.95 million, a PE ratio of 15.99 and a beta of 0.57. Innovator U.S. Small Cap Power Buffer ETF – July has a 52-week low of $28.74 and a 52-week high of $33.94. The business’s fifty day moving average is $33.60 and its 200 day moving average is $32.68.

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