Tradition Wealth Management LLC Trims Holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Tradition Wealth Management LLC decreased its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 11.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,818 shares of the company’s stock after selling 2,474 shares during the period. Tradition Wealth Management LLC’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $577,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Triad Wealth Partners LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the second quarter worth $44,000. Harbour Investments Inc. boosted its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 28.6% in the 3rd quarter. Harbour Investments Inc. now owns 6,353 shares of the company’s stock worth $185,000 after buying an additional 1,411 shares during the period. Focus Financial Network Inc. purchased a new stake in Innovator U.S. Small Cap Power Buffer ETF – July in the 3rd quarter worth $203,000. Signature Estate & Investment Advisors LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the third quarter valued at about $254,000. Finally, Brookstone Capital Management boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 24.4% in the second quarter. Brookstone Capital Management now owns 11,842 shares of the company’s stock worth $341,000 after acquiring an additional 2,326 shares during the period.

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

Shares of KJUL opened at $30.33 on Monday. The company’s 50-day simple moving average is $29.41 and its 200 day simple moving average is $28.55. The company has a market cap of $152.54 million, a P/E ratio of 12.79 and a beta of 0.74.

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.