WorthPointe LLC Has $2.42 Million Stock Position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

WorthPointe LLC cut its holdings in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) by 1.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,777 shares of the company’s stock after selling 901 shares during the period. Innovator U.S. Equity Power Buffer ETF – July comprises approximately 1.0% of WorthPointe LLC’s investment portfolio, making the stock its 15th biggest holding. WorthPointe LLC owned approximately 0.30% of Innovator U.S. Equity Power Buffer ETF – July worth $2,420,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in PJUL. Brookstone Capital Management boosted its position in Innovator U.S. Equity Power Buffer ETF – July by 333.1% during the second quarter. Brookstone Capital Management now owns 798,496 shares of the company’s stock valued at $31,437,000 after purchasing an additional 614,116 shares during the last quarter. Legacy CG LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – July in the 3rd quarter valued at approximately $12,910,000. Wealth Enhancement Advisory Services LLC grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – July by 168.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 349,395 shares of the company’s stock valued at $14,143,000 after buying an additional 219,272 shares in the last quarter. Cetera Investment Advisers increased its holdings in Innovator U.S. Equity Power Buffer ETF – July by 643.5% during the first quarter. Cetera Investment Advisers now owns 211,827 shares of the company’s stock worth $8,045,000 after buying an additional 183,338 shares during the last quarter. Finally, CoreCap Advisors LLC bought a new stake in Innovator U.S. Equity Power Buffer ETF – July during the second quarter worth $6,514,000.

Innovator U.S. Equity Power Buffer ETF – July Trading Up 0.4 %

Shares of PJUL opened at $41.40 on Wednesday. The company has a 50 day moving average price of $40.65 and a 200-day moving average price of $39.60. The company has a market cap of $823.86 million, a P/E ratio of 25.00 and a beta of 0.54.

Innovator U.S. Equity Power Buffer ETF – July Profile

The Innovator S&P 500 Power Buffer ETF — July (PJUL) is an exchange-traded fund that is based on the S&P 500 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. PJUL was launched on Aug 8, 2018 and is managed by Innovator.