WealthPlan Investment Management LLC trimmed its holdings in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR – Free Report) by 85.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 43,978 shares of the company’s stock after selling 248,575 shares during the period. WealthPlan Investment Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – March were worth $1,757,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also modified their holdings of the company. Ballast Rock Private Wealth LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the fourth quarter valued at approximately $559,000. Sound Portfolio Advisors LLC bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the fourth quarter valued at approximately $492,000. BCS Wealth Management raised its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 100.0% during the fourth quarter. BCS Wealth Management now owns 21,436 shares of the company’s stock worth $856,000 after purchasing an additional 10,718 shares during the period. Savvy Advisors Inc. purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the fourth quarter valued at approximately $235,000. Finally, JPMorgan Chase & Co. purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the third quarter valued at approximately $190,000.
Innovator U.S. Equity Ultra Buffer ETF – March Price Performance
Shares of BATS:UMAR opened at $41.79 on Monday. The company has a market capitalization of $217.31 million, a PE ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 1 year low of $36.22 and a 1 year high of $42.02. The business has a fifty day moving average price of $40.66 and a two-hundred day moving average price of $40.16.
About Innovator U.S. Equity Ultra Buffer ETF – March
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.
Recommended Stories
- Five stocks we like better than Innovator U.S. Equity Ultra Buffer ETF – March
- As U.S. Debt Surpasses GDP, These 2 ETFs Are Emerging Winners in the “Sell America” Trade
- Robinhood, SoFi, and Webull Are Telling Very Different Stories
- As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants In
- Target the Red-Hot Spin-Off and Merger Space With These ETFs
Want to see what other hedge funds are holding UMAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR – Free Report).
Receive News & Ratings for Innovator U.S. Equity Ultra Buffer ETF - March Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator U.S. Equity Ultra Buffer ETF - March and related companies with MarketBeat.com's FREE daily email newsletter.
