63,970 Shares in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR Acquired by WealthPLAN Partners LLC

WealthPLAN Partners LLC bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 63,970 shares of the company’s stock, valued at approximately $2,406,000. WealthPLAN Partners LLC owned approximately 1.23% of Innovator U.S. Equity Ultra Buffer ETF – March as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the business. NorthRock Partners LLC boosted its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 37.8% during the second quarter. NorthRock Partners LLC now owns 1,071 shares of the company’s stock worth $40,000 after buying an additional 294 shares in the last quarter. MBL Wealth LLC boosted its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 1.4% during the first quarter. MBL Wealth LLC now owns 28,000 shares of the company’s stock worth $995,000 after buying an additional 385 shares in the last quarter. Financial Network Wealth Advisors LLC boosted its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 14.3% during the first quarter. Financial Network Wealth Advisors LLC now owns 3,415 shares of the company’s stock worth $121,000 after buying an additional 426 shares in the last quarter. Sagespring Wealth Partners LLC boosted its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 3.8% during the second quarter. Sagespring Wealth Partners LLC now owns 14,209 shares of the company’s stock worth $534,000 after buying an additional 517 shares in the last quarter. Finally, Harbour Investments Inc. boosted its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 55.2% during the first quarter. Harbour Investments Inc. now owns 2,539 shares of the company’s stock worth $90,000 after buying an additional 903 shares in the last quarter.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Performance

Shares of BATS:UMAR opened at $38.99 on Thursday. The stock has a market capitalization of $202.75 million, a price-to-earnings ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 1-year low of $32.77 and a 1-year high of $38.10. The company has a 50 day moving average price of $38.69 and a 200 day moving average price of $37.29.

Innovator U.S. Equity Ultra Buffer ETF – March Company Profile

The Innovator S&P 500 Ultra Buffer ETF – March (UMAR) 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. UMAR was launched on Mar 2, 2020 and is managed by Innovator.