Cornerstone Wealth LLC TN Makes New $2.01 Million Investment in Innovator U.S. Small Cap Power Buffer ETF – August $KAUG

Cornerstone Wealth LLC TN bought a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August (BATS:KAUG) in the first quarter, Holdings Channel reports. The fund bought 71,900 shares of the company’s stock, valued at approximately $2,009,000. Innovator U.S. Small Cap Power Buffer ETF – August accounts for approximately 1.1% of Cornerstone Wealth LLC TN’s investment portfolio, making the stock its 23rd largest holding.

Several other large investors have also recently made changes to their positions in KAUG. Berkshire Money Management Inc. increased its position in Innovator U.S. Small Cap Power Buffer ETF – August by 1.9% during the 4th quarter. Berkshire Money Management Inc. now owns 2,496,244 shares of the company’s stock valued at $66,225,000 after buying an additional 47,175 shares in the last quarter. BCS Wealth Management purchased a new position in Innovator U.S. Small Cap Power Buffer ETF – August during the fourth quarter valued at $316,000. Kestra Advisory Services LLC boosted its holdings in Innovator U.S. Small Cap Power Buffer ETF – August by 7.2% in the fourth quarter. Kestra Advisory Services LLC now owns 41,818 shares of the company’s stock worth $1,109,000 after acquiring an additional 2,792 shares in the last quarter. First Heartland Consultants Inc. boosted its holdings in Innovator U.S. Small Cap Power Buffer ETF – August by 10.3% in the second quarter. First Heartland Consultants Inc. now owns 168,103 shares of the company’s stock worth $4,177,000 after acquiring an additional 15,700 shares in the last quarter. Finally, Safe Harbor Wealth Advisors LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August in the fourth quarter worth $2,734,000.

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

KAUG opened at $28.78 on Thursday. The stock has a 50-day moving average price of $28.57 and a 200-day moving average price of $27.77. Innovator U.S. Small Cap Power Buffer ETF – August has a 1 year low of $24.32 and a 1 year high of $28.81.

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

The Innovator US Small Cap Power Buffer ETF – August (KAUG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in the price movement of the iShares Russell 2000 ETF, up to a predetermined cap, while buffering the first 15% of losses over a one-year period. The fund is actively managed, using FLEX options and collateral to provide exposure. KAUG was launched on Aug 1, 2024 and is issued by Innovator.