KFG Wealth Management LLC Grows Position in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (NYSEARCA:TJUL)

KFG Wealth Management LLC lifted its stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (NYSEARCA:TJUL) by 36.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 102,820 shares of the company’s stock after buying an additional 27,611 shares during the quarter. Innovator Equity Defined Protection ETF – 2 Yr to July 2025 makes up about 1.2% of KFG Wealth Management LLC’s investment portfolio, making the stock its 22nd largest position. KFG Wealth Management LLC’s holdings in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 were worth $2,639,000 as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Milestone Asset Management LLC raised its stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 by 9.4% during the fourth quarter. Milestone Asset Management LLC now owns 10,147 shares of the company’s stock valued at $260,000 after purchasing an additional 871 shares in the last quarter. Concourse Financial Group Securities Inc. purchased a new stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 during the third quarter valued at $35,000. Pinnacle Wealth Management Group Inc. raised its stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 by 12.9% during the fourth quarter. Pinnacle Wealth Management Group Inc. now owns 24,160 shares of the company’s stock valued at $620,000 after purchasing an additional 2,760 shares in the last quarter. IFP Advisors Inc purchased a new stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 during the third quarter valued at $73,000. Finally, AdvisorNet Financial Inc purchased a new stake in Innovator Equity Defined Protection ETF – 2 Yr to July 2025 during the fourth quarter valued at $103,000.

Innovator Equity Defined Protection ETF – 2 Yr to July 2025 Price Performance

Innovator Equity Defined Protection ETF – 2 Yr to July 2025 stock traded down $0.06 during mid-day trading on Friday, reaching $25.97. 46,269 shares of the company’s stock traded hands, compared to its average volume of 33,714. The stock has a 50 day moving average of $26.14 and a two-hundred day moving average of $25.51. Innovator Equity Defined Protection ETF – 2 Yr to July 2025 has a 12-month low of $24.13 and a 12-month high of $26.37.

Innovator Equity Defined Protection ETF – 2 Yr to July 2025 Company Profile

The Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (TJUL) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), to a cap, with 100% downside hedge over a two-year outcome period. The actively managed fund holds FLEX options to obtain exposure TJUL was launched on Jul 17, 2023 and is issued by Innovator.