WorthPointe LLC Cuts Position in Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL)

WorthPointe LLC trimmed its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – July (BATS:UJUL) by 46.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,215 shares of the company’s stock after selling 12,545 shares during the period. WorthPointe LLC owned about 0.58% of Innovator U.S. Equity Ultra Buffer ETF – July worth $482,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Central Valley Advisors LLC purchased a new stake in Innovator U.S. Equity Ultra Buffer ETF – July during the 2nd quarter worth $47,000. CWM LLC boosted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 55.2% in the second quarter. CWM LLC now owns 3,530 shares of the company’s stock worth $115,000 after buying an additional 1,255 shares during the period. Sugarloaf Wealth Management LLC grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – July by 134.0% in the third quarter. Sugarloaf Wealth Management LLC now owns 7,858 shares of the company’s stock valued at $266,000 after buying an additional 4,500 shares in the last quarter. Souders Financial Advisors purchased a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – July during the 2nd quarter valued at about $287,000. Finally, Comprehensive Financial Consultants Institutional Inc. acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – July during the 3rd quarter worth approximately $306,000.

Innovator U.S. Equity Ultra Buffer ETF – July Price Performance

Shares of BATS:UJUL opened at $34.75 on Wednesday. The firm has a market capitalization of $84.44 million, a P/E ratio of 24.17 and a beta of 0.53. The firm has a 50-day moving average price of $34.15 and a 200 day moving average price of $33.24.

About Innovator U.S. Equity Ultra Buffer ETF – July

The Innovator S&P 500 Ultra Buffer ETF — July (UJUL) 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. UJUL was launched on Aug 8, 2018 and is managed by Innovator.