Cassady Wealth & Retirement Planning LLC Increases Stake in Innovator U.S. Equity Power Buffer ETF – February $PFEB

Cassady Wealth & Retirement Planning LLC raised its position in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB) by 50.2% during the first quarter, Holdings Channel.com reports. The fund owned 192,620 shares of the company’s stock after purchasing an additional 64,360 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – February accounts for approximately 4.0% of Cassady Wealth & Retirement Planning LLC’s investment portfolio, making the stock its 5th largest position. Cassady Wealth & Retirement Planning LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – February were worth $8,123,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of PFEB. Jessup Wealth Management Inc purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February during the fourth quarter worth about $61,000. Atlantic Private Wealth LLC bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February in the first quarter worth about $69,000. JPMorgan Chase & Co. grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – February by 38.3% in the second quarter. JPMorgan Chase & Co. now owns 4,340 shares of the company’s stock worth $165,000 after purchasing an additional 1,203 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in Innovator U.S. Equity Power Buffer ETF – February by 465.9% during the 1st quarter. AdvisorNet Financial Inc now owns 4,527 shares of the company’s stock valued at $182,000 after purchasing an additional 3,727 shares during the period. Finally, TrustBank purchased a new position in Innovator U.S. Equity Power Buffer ETF – February during the 4th quarter valued at about $214,000.

Innovator U.S. Equity Power Buffer ETF – February Price Performance

PFEB opened at $42.87 on Thursday. Innovator U.S. Equity Power Buffer ETF – February has a one year low of $38.17 and a one year high of $43.38. The business has a 50 day simple moving average of $42.99 and a two-hundred day simple moving average of $41.82. The firm has a market capitalization of $1.00 billion, a price-to-earnings ratio of 24.08 and a beta of 0.42.

Innovator U.S. Equity Power Buffer ETF – February Profile

The Innovator U.S. Equity Power Buffer ETF – February (PFEB) 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. PFEB was launched on Feb 3, 2020 and is managed by Innovator.