Innovator Laddered Allocation Buffer ETF $BUFB Holdings Lifted by Heritage Wealth Management Inc.

Heritage Wealth Management Inc. grew its stake in Innovator Laddered Allocation Buffer ETF (BATS:BUFB) by 16.3% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 98,863 shares of the company’s stock after buying an additional 13,853 shares during the quarter. Innovator Laddered Allocation Buffer ETF accounts for 1.0% of Heritage Wealth Management Inc.’s holdings, making the stock its 22nd biggest position. Heritage Wealth Management Inc.’s holdings in Innovator Laddered Allocation Buffer ETF were worth $3,982,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in the stock. VestGen Advisors LLC raised its holdings in shares of Innovator Laddered Allocation Buffer ETF by 36.1% during the third quarter. VestGen Advisors LLC now owns 9,617 shares of the company’s stock worth $387,000 after acquiring an additional 2,553 shares during the period. Vaquero Private Wealth Ltd. lifted its position in Innovator Laddered Allocation Buffer ETF by 66.7% in the 3rd quarter. Vaquero Private Wealth Ltd. now owns 14,500 shares of the company’s stock valued at $584,000 after acquiring an additional 5,800 shares in the last quarter. Capital Wealth Management LLC lifted its position in Innovator Laddered Allocation Buffer ETF by 7.1% in the 3rd quarter. Capital Wealth Management LLC now owns 252,553 shares of the company’s stock valued at $10,174,000 after acquiring an additional 16,844 shares in the last quarter. AGH Wealth Advisors LLC bought a new stake in Innovator Laddered Allocation Buffer ETF in the 3rd quarter valued at $2,389,000. Finally, DHJJ Financial Advisors Ltd. boosted its stake in Innovator Laddered Allocation Buffer ETF by 19.2% in the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 2,312 shares of the company’s stock worth $93,000 after purchasing an additional 372 shares during the period.

Innovator Laddered Allocation Buffer ETF Trading Down 1.3%

Shares of BATS BUFB opened at $40.05 on Friday. The firm has a market cap of $249.51 million, a PE ratio of 24.89 and a beta of 0.70. Innovator Laddered Allocation Buffer ETF has a 1-year low of $35.10 and a 1-year high of $41.00. The company has a fifty day moving average price of $40.38 and a 200 day moving average price of $38.66.

Innovator Laddered Allocation Buffer ETF Profile

The Innovator Laddered Allocation Buffer ETF (BUFB) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an equal-weighted index of 12 Innovator US Equity Buffer ETFs, which target specific buffered losses and capped gains on the S&P 500. BUFB was launched on Feb 9, 2022 and is managed by Innovator.