Innovator U.S. Equity Ultra Buffer ETF – October $UOCT Shares Bought by KFG Wealth Management LLC

KFG Wealth Management LLC grew its stake in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT) by 65.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,822 shares of the company’s stock after acquiring an additional 81,419 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – October comprises approximately 1.0% of KFG Wealth Management LLC’s portfolio, making the stock its 19th biggest holding. KFG Wealth Management LLC owned approximately 4.68% of Innovator U.S. Equity Ultra Buffer ETF – October worth $8,881,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in UOCT. Triumph Capital Management purchased a new stake in Innovator U.S. Equity Ultra Buffer ETF – October during the 3rd quarter worth about $43,000. WealthShield Partners LLC lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – October by 46.7% in the 4th quarter. WealthShield Partners LLC now owns 1,303 shares of the company’s stock valued at $51,000 after purchasing an additional 415 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – October by 33.5% in the 4th quarter. Farther Finance Advisors LLC now owns 2,189 shares of the company’s stock valued at $85,000 after purchasing an additional 549 shares in the last quarter. CoreCap Advisors LLC lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – October by 13.6% in the 2nd quarter. CoreCap Advisors LLC now owns 4,164 shares of the company’s stock valued at $171,000 after purchasing an additional 498 shares in the last quarter. Finally, Benjamin Edwards Inc. acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – October during the 4th quarter worth about $203,000.

Innovator U.S. Equity Ultra Buffer ETF – October Price Performance

Shares of BATS UOCT opened at $42.03 on Thursday. The company has a market cap of $184.93 million, a PE ratio of 25.03 and a beta of 0.32. Innovator U.S. Equity Ultra Buffer ETF – October has a 12 month low of $37.72 and a 12 month high of $42.11. The company has a 50-day simple moving average of $41.53 and a 200-day simple moving average of $40.40.

Innovator U.S. Equity Ultra Buffer ETF – October Profile

The Innovator S&P 500 Ultra Buffer ETF – October (UOCT) 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. UOCT was launched on Oct 1, 2018 and is managed by Innovator.