Sugarloaf Wealth Management LLC Grows Stock Holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Sugarloaf Wealth Management LLC increased its holdings in shares of Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by 58.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,462 shares of the company’s stock after purchasing an additional 6,785 shares during the period. Sugarloaf Wealth Management LLC owned approximately 0.37% of Innovator U.S. Small Cap Power Buffer ETF – July worth $538,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in KJUL. Triad Wealth Partners LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – July during the 2nd quarter valued at about $44,000. Kingsview Wealth Management LLC raised its position in Innovator U.S. Small Cap Power Buffer ETF – July by 7.8% during the first quarter. Kingsview Wealth Management LLC now owns 9,425 shares of the company’s stock valued at $265,000 after acquiring an additional 679 shares in the last quarter. Brookstone Capital Management lifted its holdings in Innovator U.S. Small Cap Power Buffer ETF – July by 24.4% in the second quarter. Brookstone Capital Management now owns 11,842 shares of the company’s stock valued at $341,000 after acquiring an additional 2,326 shares during the period. FSA Advisors Inc. boosted its position in Innovator U.S. Small Cap Power Buffer ETF – July by 17.5% in the 2nd quarter. FSA Advisors Inc. now owns 12,588 shares of the company’s stock worth $348,000 after purchasing an additional 1,871 shares in the last quarter. Finally, Wealth Alliance grew its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – July by 28.4% during the 2nd quarter. Wealth Alliance now owns 12,820 shares of the company’s stock worth $354,000 after purchasing an additional 2,835 shares during the period.

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

Shares of BATS:KJUL traded down $0.10 during trading on Tuesday, hitting $28.86. 39,893 shares of the stock traded hands. The business’s 50-day simple moving average is $28.55 and its two-hundred day simple moving average is $27.98. The stock has a market capitalization of $145.17 million, a P/E ratio of 12.79 and a beta of 0.74.

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