Steward Partners Investment Advisory LLC Sells 12,919 Shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July (BATS:XBJL)

Steward Partners Investment Advisory LLC trimmed its holdings in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July (BATS:XBJL) by 78.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,505 shares of the company’s stock after selling 12,919 shares during the period. Steward Partners Investment Advisory LLC owned approximately 0.15% of Innovator U.S. Equity Accelerated 9 Buffer ETF – July worth $120,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in XBJL. Barclays PLC bought a new position in Innovator U.S. Equity Accelerated 9 Buffer ETF – July during the third quarter worth about $149,000. Encompass More Asset Management acquired a new position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July in the 3rd quarter worth approximately $453,000. WorthPointe LLC lifted its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 131.2% during the 3rd quarter. WorthPointe LLC now owns 15,837 shares of the company’s stock worth $530,000 after buying an additional 8,987 shares during the period. Orion Capital Management LLC lifted its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 4.3% during the 3rd quarter. Orion Capital Management LLC now owns 18,816 shares of the company’s stock worth $630,000 after buying an additional 775 shares during the period. Finally, Millington Financial Advisors LLC boosted its stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – July by 23.1% in the 4th quarter. Millington Financial Advisors LLC now owns 23,072 shares of the company’s stock valued at $798,000 after buying an additional 4,324 shares in the last quarter.

Innovator U.S. Equity Accelerated 9 Buffer ETF – July Price Performance

Innovator U.S. Equity Accelerated 9 Buffer ETF – July stock opened at $33.81 on Monday. The firm has a market capitalization of $180.86 million, a P/E ratio of 25.48 and a beta of 0.51. The stock has a fifty day moving average price of $34.46 and a two-hundred day moving average price of $33.99. Innovator U.S. Equity Accelerated 9 Buffer ETF – July has a 52-week low of $30.78 and a 52-week high of $34.97.

Innovator U.S. Equity Accelerated 9 Buffer ETF – July Profile

The Innovator U.S. Equity Accelerated 9 Buffer ETF – July (XBJL) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for 2x the price return of the SPDR S&P 500 ETF (SPY), subject to an upside return cap and downside buffer over a one-year outcome period. XBJL was launched on Jul 1, 2021 and is managed by Innovator.