Kellett Wealth Advisors LLC Makes New Investment in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR

Kellett Wealth Advisors LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 47,893 shares of the company’s stock, valued at approximately $1,903,000. Innovator U.S. Equity Ultra Buffer ETF – March comprises 1.0% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 18th biggest holding. Kellett Wealth Advisors LLC owned approximately 0.92% of Innovator U.S. Equity Ultra Buffer ETF – March as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. KFG Wealth Management LLC increased its position in Innovator U.S. Equity Ultra Buffer ETF – March by 49.3% during the 1st quarter. KFG Wealth Management LLC now owns 192,335 shares of the company’s stock worth $7,643,000 after purchasing an additional 63,541 shares in the last quarter. Caliber Wealth Management LLC KS acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – March in the first quarter valued at approximately $5,506,000. Kestra Advisory Services LLC boosted its position in Innovator U.S. Equity Ultra Buffer ETF – March by 68.5% in the first quarter. Kestra Advisory Services LLC now owns 130,049 shares of the company’s stock valued at $5,168,000 after buying an additional 52,875 shares in the last quarter. Raymond James Financial Inc. boosted its position 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 valued at $2,482,000 after buying an additional 36,798 shares in the last quarter. Finally, Berger Financial Group Inc grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 87.9% during the first quarter. Berger Financial Group Inc now owns 57,907 shares of the company’s stock worth $2,301,000 after buying an additional 27,084 shares during the last quarter.

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

Shares of BATS:UMAR opened at $42.42 on Monday. The company has a fifty day moving average of $42.02 and a 200-day moving average of $40.90. The company has a market capitalization of $220.58 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 $37.64 and a 52-week high of $42.49.

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.