Long Island Wealth Management Inc. Has $970,000 Stock Position in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Long Island Wealth Management Inc. cut its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 24.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,102 shares of the company’s stock after selling 11,421 shares during the period. Long Island Wealth Management Inc.’s holdings in Innovator U.S. Small Cap Power Buffer ETF – July were worth $970,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Secured Retirement Advisors LLC acquired a new position in Innovator U.S. Small Cap Power Buffer ETF – July during the fourth quarter valued at approximately $541,000. Chicago Partners Investment Group LLC grew its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 13.9% in the 4th quarter. Chicago Partners Investment Group LLC now owns 18,622 shares of the company’s stock valued at $495,000 after buying an additional 2,275 shares during the period. Maltin Wealth Management Inc. increased its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 10.1% in the 1st quarter. Maltin Wealth Management Inc. now owns 182,981 shares of the company’s stock valued at $5,138,000 after buying an additional 16,731 shares in the last quarter. Onyx Bridge Wealth Group LLC raised its stake in Innovator U.S. Small Cap Power Buffer ETF – July by 13.6% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 96,126 shares of the company’s stock worth $2,606,000 after buying an additional 11,472 shares during the period. Finally, Kingsview Wealth Management LLC raised its stake in Innovator U.S. Small Cap Power Buffer ETF – July by 7.8% during the 1st quarter. Kingsview Wealth Management LLC now owns 9,425 shares of the company’s stock worth $265,000 after buying an additional 679 shares during the period.

Innovator U.S. Small Cap Power Buffer ETF – July Trading Up 0.3 %

BATS:KJUL opened at $29.09 on Friday. The firm has a 50-day simple moving average of $28.53 and a 200-day simple moving average of $27.91. The firm has a market capitalization of $146.32 million, a PE ratio of 12.79 and a beta of 0.74.

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.