OFC Financial Planning LLC Buys New Shares in Innovator Laddered Allocation Buffer ETF (BATS:BUFB)

OFC Financial Planning LLC purchased a new position in shares of Innovator Laddered Allocation Buffer ETF (BATS:BUFB) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 31,620 shares of the company’s stock, valued at approximately $1,021,000. Innovator Laddered Allocation Buffer ETF comprises approximately 1.1% of OFC Financial Planning LLC’s investment portfolio, making the stock its 22nd largest holding. OFC Financial Planning LLC owned about 0.86% of Innovator Laddered Allocation Buffer ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Cetera Investment Advisers lifted its position in Innovator Laddered Allocation Buffer ETF by 41.7% in the 2nd quarter. Cetera Investment Advisers now owns 61,847 shares of the company’s stock worth $1,888,000 after buying an additional 18,186 shares during the last quarter. HighTower Advisors LLC raised its stake in shares of Innovator Laddered Allocation Buffer ETF by 8.6% during the third quarter. HighTower Advisors LLC now owns 181,199 shares of the company’s stock worth $5,721,000 after acquiring an additional 14,333 shares in the last quarter. Syntegra Private Wealth Group LLC lifted its holdings in shares of Innovator Laddered Allocation Buffer ETF by 8.6% in the 3rd quarter. Syntegra Private Wealth Group LLC now owns 59,184 shares of the company’s stock worth $1,869,000 after acquiring an additional 4,707 shares during the last quarter. Axxcess Wealth Management LLC boosted its stake in shares of Innovator Laddered Allocation Buffer ETF by 1,998.3% in the 3rd quarter. Axxcess Wealth Management LLC now owns 407,973 shares of the company’s stock valued at $12,884,000 after purchasing an additional 388,530 shares in the last quarter. Finally, Encompass More Asset Management grew its holdings in shares of Innovator Laddered Allocation Buffer ETF by 13.1% during the 4th quarter. Encompass More Asset Management now owns 149,947 shares of the company’s stock valued at $4,843,000 after purchasing an additional 17,347 shares during the last quarter.

Innovator Laddered Allocation Buffer ETF Stock Up 2.3 %

Shares of BATS:BUFB opened at $32.91 on Friday. The company has a market capitalization of $121.09 million, a PE ratio of 24.59 and a beta of 0.70. The company’s 50-day moving average is $32.60 and its 200-day moving average is $31.78.

About Innovator Laddered Allocation Buffer ETF

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.