Occidental Asset Management LLC Invests $203,000 in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR)

Occidental Asset Management LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 6,218 shares of the company’s stock, valued at approximately $203,000. Occidental Asset Management LLC owned approximately 0.13% of Innovator U.S. Equity Ultra Buffer ETF – March as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the company. Advance Capital Management Inc. bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March during the 1st quarter valued at approximately $36,845,000. Brookstone Capital Management increased its position in Innovator U.S. Equity Ultra Buffer ETF – March by 4,858.2% during the 1st quarter. Brookstone Capital Management now owns 558,394 shares of the company’s stock valued at $18,237,000 after buying an additional 547,132 shares in the last quarter. Central Valley Advisors LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March during the 1st quarter valued at approximately $8,177,000. RFG Advisory LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March during the 1st quarter valued at approximately $364,000. Finally, Retirement Planning Group LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March during the 1st quarter valued at approximately $336,000.

Innovator U.S. Equity Ultra Buffer ETF – March Trading Down 0.1 %

UMAR stock opened at $33.67 on Friday. The company has a market cap of $169.36 million, a price-to-earnings ratio of 23.14 and a beta of 0.41. The company’s fifty day moving average is $32.91 and its 200 day moving average is $32.31.

Innovator U.S. Equity Ultra Buffer ETF – March Company 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.