Castle Wealth Management LLC Buys Shares of 20,113 Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Castle Wealth Management LLC bought a new stake in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 20,113 shares of the company’s stock, valued at approximately $545,000. Castle Wealth Management LLC owned 0.32% of Innovator U.S. Small Cap Power Buffer ETF – July as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Private Client Services LLC purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the 4th quarter valued at $1,184,000. Raymond James Financial Services Advisors Inc. boosted its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 248.4% during the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 29,414 shares of the company’s stock worth $736,000 after acquiring an additional 20,971 shares in the last quarter. SageView Advisory Group LLC boosted its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 122.9% during the 3rd quarter. SageView Advisory Group LLC now owns 39,883 shares of the company’s stock worth $998,000 after acquiring an additional 21,990 shares in the last quarter. Lincoln National Corp boosted its position in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 94.7% during the 3rd quarter. Lincoln National Corp now owns 35,438 shares of the company’s stock worth $887,000 after acquiring an additional 17,235 shares in the last quarter. Finally, Personal CFO Solutions LLC acquired a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July in the 3rd quarter valued at about $9,660,000.

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

Shares of BATS KJUL traded up $0.01 during trading hours on Friday, reaching $26.60. The stock had a trading volume of 11,329 shares. The stock has a market capitalization of $140.98 million, a price-to-earnings ratio of 12.82 and a beta of 0.74. The business’s fifty day simple moving average is $27.38 and its 200-day simple moving average is $26.31.

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.