Welch Financial Planning LLC Makes New $6.68 Million Investment in Innovator U.S. Equity Accelerated 9 Buffer ETF – July $XBJL

Welch Financial Planning LLC bought a new stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – July (BATS:XBJL) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 174,648 shares of the company’s stock, valued at approximately $6,681,000. Innovator U.S. Equity Accelerated 9 Buffer ETF – July comprises 4.9% of Welch Financial Planning LLC’s holdings, making the stock its 7th biggest holding. Welch Financial Planning LLC owned approximately 5.54% of Innovator U.S. Equity Accelerated 9 Buffer ETF – July as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. CWM LLC increased its holdings in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 1.3% in the 3rd quarter. CWM LLC now owns 27,073 shares of the company’s stock worth $1,014,000 after acquiring an additional 344 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 0.9% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 56,053 shares of the company’s stock worth $2,100,000 after purchasing an additional 475 shares during the last quarter. Woodard & Co. Asset Management Group Inc. ADV increased its stake in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 73.2% in the third quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 2,070 shares of the company’s stock valued at $78,000 after purchasing an additional 875 shares during the period. JPMorgan Chase & Co. bought a new stake in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July during the third quarter valued at approximately $48,000. Finally, Raymond James Financial Inc. acquired a new position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July during the second quarter worth approximately $58,000.

Innovator U.S. Equity Accelerated 9 Buffer ETF – July Price Performance

XBJL opened at $39.45 on Tuesday. Innovator U.S. Equity Accelerated 9 Buffer ETF – July has a 12 month low of $33.96 and a 12 month high of $39.52. The stock has a market cap of $124.27 million, a P/E ratio of 25.04 and a beta of 0.51. The stock’s 50 day moving average price is $38.55 and its 200 day moving average price is $38.22.

About Innovator U.S. Equity Accelerated 9 Buffer ETF – July

The Innovator U.S. Equity Accelerated 9 Buffer ETF – July (XBJL) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for 2x the price return of the SPDR S&P 500 ETF (SPY), subject to an upside return cap and downside buffer over a one-year outcome period. XBJL was launched on Jul 1, 2021 and is managed by Innovator.