Heritage Wealth Partners LLC Cuts Holdings in Innovator U.S. Equity Buffer ETF – July (BATS:BJUL)

Heritage Wealth Partners LLC lowered its position in shares of Innovator U.S. Equity Buffer ETF – July (BATS:BJUL) by 91.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,164 shares of the company’s stock after selling 63,500 shares during the quarter. Heritage Wealth Partners LLC owned about 0.13% of Innovator U.S. Equity Buffer ETF – July worth $275,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Marcum Wealth LLC raised its position in shares of Innovator U.S. Equity Buffer ETF – July by 267.7% in the 3rd quarter. Marcum Wealth LLC now owns 156,208 shares of the company’s stock valued at $6,823,000 after purchasing an additional 113,727 shares in the last quarter. Penserra Capital Management LLC grew its holdings in Innovator U.S. Equity Buffer ETF – July by 26.1% during the 3rd quarter. Penserra Capital Management LLC now owns 300,979 shares of the company’s stock worth $13,146,000 after acquiring an additional 62,320 shares in the last quarter. Cerity Partners LLC increased its position in shares of Innovator U.S. Equity Buffer ETF – July by 49.7% in the 3rd quarter. Cerity Partners LLC now owns 149,316 shares of the company’s stock worth $6,522,000 after purchasing an additional 49,578 shares during the last quarter. HighTower Advisors LLC increased its position in shares of Innovator U.S. Equity Buffer ETF – July by 20.6% in the 3rd quarter. HighTower Advisors LLC now owns 189,717 shares of the company’s stock worth $8,287,000 after purchasing an additional 32,378 shares during the last quarter. Finally, Brookstone Capital Management raised its stake in shares of Innovator U.S. Equity Buffer ETF – July by 7.5% in the 3rd quarter. Brookstone Capital Management now owns 374,418 shares of the company’s stock valued at $16,355,000 after purchasing an additional 26,246 shares in the last quarter.

Innovator U.S. Equity Buffer ETF – July Stock Down 1.0 %

BATS:BJUL traded down $0.45 during mid-day trading on Monday, reaching $44.30. The stock had a trading volume of 18,132 shares. The stock has a market cap of $211.78 million, a P/E ratio of 24.87 and a beta of 0.75. The business has a fifty day simple moving average of $44.90 and a 200 day simple moving average of $43.52.

About Innovator U.S. Equity Buffer ETF – July

The Innovator U.S. Equity Buffer ETF – July (BJUL) 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. BJUL was launched on Aug 29, 2018 and is managed by Innovator.