Ballast Rock Private Wealth LLC Invests $559,000 in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR

Ballast Rock Private Wealth LLC bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) in the fourth quarter, Holdings Channel reports. The fund bought 14,002 shares of the company’s stock, valued at approximately $559,000.

A number of other institutional investors and hedge funds have also made changes to their positions in UMAR. Focus Partners Wealth purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter worth about $469,000. Raymond James Financial Inc. raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 126.0% in the second quarter. Raymond James Financial Inc. now owns 65,998 shares of the company’s stock worth $2,482,000 after buying an additional 36,798 shares during the last quarter. Garden State Investment Advisory Services LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the second quarter worth about $342,000. MML Investors Services LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 129.7% in the second quarter. MML Investors Services LLC now owns 16,569 shares of the company’s stock worth $623,000 after buying an additional 9,355 shares during the last quarter. Finally, WealthPlan Investment Management LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – March by 24.9% in the third quarter. WealthPlan Investment Management LLC now owns 292,553 shares of the company’s stock worth $11,412,000 after buying an additional 58,371 shares during the last quarter.

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

Shares of Innovator U.S. Equity Ultra Buffer ETF – March stock opened at $41.81 on Friday. The stock has a market capitalization of $217.41 million, a PE ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 52-week low of $35.75 and a 52-week high of $41.89. The company has a 50-day simple moving average of $40.51 and a two-hundred day simple moving average of $40.04.

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