Sugarloaf Wealth Management LLC Has $64,000 Position in Innovator U.S. Equity Buffer ETF – March (BATS:BMAR)

Sugarloaf Wealth Management LLC cut its holdings in Innovator U.S. Equity Buffer ETF – March (BATS:BMAR) by 15.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,414 shares of the company’s stock after selling 250 shares during the quarter. Sugarloaf Wealth Management LLC’s holdings in Innovator U.S. Equity Buffer ETF – March were worth $64,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. FSA Advisors Inc. boosted its position in shares of Innovator U.S. Equity Buffer ETF – March by 3.2% in the 2nd quarter. FSA Advisors Inc. now owns 12,566 shares of the company’s stock worth $542,000 after purchasing an additional 384 shares during the last quarter. Strategic Blueprint LLC grew its position in shares of Innovator U.S. Equity Buffer ETF – March by 2.0% during the 2nd quarter. Strategic Blueprint LLC now owns 20,936 shares of the company’s stock worth $904,000 after buying an additional 414 shares during the period. Ausdal Financial Partners Inc. increased its stake in shares of Innovator U.S. Equity Buffer ETF – March by 3.1% in the 2nd quarter. Ausdal Financial Partners Inc. now owns 13,570 shares of the company’s stock valued at $586,000 after acquiring an additional 414 shares during the last quarter. Fragasso Group Inc. raised its position in shares of Innovator U.S. Equity Buffer ETF – March by 1.1% in the 1st quarter. Fragasso Group Inc. now owns 45,559 shares of the company’s stock valued at $1,898,000 after acquiring an additional 486 shares during the period. Finally, Belpointe Asset Management LLC boosted its stake in Innovator U.S. Equity Buffer ETF – March by 1.3% during the 2nd quarter. Belpointe Asset Management LLC now owns 47,047 shares of the company’s stock worth $2,031,000 after acquiring an additional 593 shares during the last quarter.

Innovator U.S. Equity Buffer ETF – March Price Performance

Shares of BATS:BMAR opened at $44.91 on Wednesday. The firm has a 50 day moving average price of $43.88 and a 200 day moving average price of $42.80. The company has a market capitalization of $202.07 million, a P/E ratio of 24.20 and a beta of 0.64.

Innovator U.S. Equity Buffer ETF – March Profile

The Innovator S&P 500 Buffer ETF – March (BMAR) 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. BMAR was launched on Mar 2, 2020 and is managed by Innovator.