Compass Advisory Group LLC Raises Position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Compass Advisory Group LLC increased its holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 46,859 shares of the company’s stock after purchasing an additional 840 shares during the period. Innovator U.S. Small Cap Power Buffer ETF – July accounts for 0.5% of Compass Advisory Group LLC’s investment portfolio, making the stock its 28th biggest position. Compass Advisory Group LLC’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $1,379,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. ODonnell Financial Services LLC grew its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 1,043.5% in the 4th quarter. ODonnell Financial Services LLC now owns 646,392 shares of the company’s stock valued at $19,027,000 after buying an additional 589,865 shares during the period. Gradient Investments LLC purchased a new stake in Innovator U.S. Small Cap Power Buffer ETF – July in the fourth quarter valued at approximately $10,491,000. Maltin Wealth Management Inc. increased its position in Innovator U.S. Small Cap Power Buffer ETF – July by 3.0% during the fourth quarter. Maltin Wealth Management Inc. now owns 195,835 shares of the company’s stock worth $5,764,000 after purchasing an additional 5,691 shares during the last quarter. Allworth Financial LP raised its stake in Innovator U.S. Small Cap Power Buffer ETF – July by 2,167.6% during the third quarter. Allworth Financial LP now owns 192,041 shares of the company’s stock worth $5,594,000 after purchasing an additional 183,572 shares during the period. Finally, Motiv8 Investments LLC boosted its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 93.8% in the 3rd quarter. Motiv8 Investments LLC now owns 165,078 shares of the company’s stock valued at $4,809,000 after purchasing an additional 79,920 shares during the last quarter.

Innovator U.S. Small Cap Power Buffer ETF – July Price Performance

Shares of BATS KJUL opened at $29.98 on Friday. The stock has a market cap of $150.80 million, a PE ratio of 12.79 and a beta of 0.74. The company’s 50-day moving average is $29.84 and its two-hundred day moving average is $29.22.

Innovator U.S. Small Cap Power Buffer ETF – July Profile

The Innovator Russell 2000 Power Buffer ETF – July (KJUL) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJUL was launched on Jul 1, 2020 and is managed by Innovator.