54,858 Shares in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) Bought by Kellett Wealth Advisors LLC

Kellett Wealth Advisors LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) in the 4th quarter, Holdings Channel.com reports. The firm bought 54,858 shares of the company’s stock, valued at approximately $1,925,000. Innovator U.S. Equity Ultra Buffer ETF – December makes up 1.3% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 15th biggest holding.

A number of other large investors have also modified their holdings of UDEC. Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the 3rd quarter valued at approximately $200,000. Wolverine Trading LLC raised its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 67.3% during the third quarter. Wolverine Trading LLC now owns 15,583 shares of the company’s stock worth $545,000 after purchasing an additional 6,266 shares during the period. Sugarloaf Wealth Management LLC lifted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 14.3% in the 4th quarter. Sugarloaf Wealth Management LLC now owns 4,400 shares of the company’s stock worth $154,000 after buying an additional 550 shares during the last quarter. Brookstone Capital Management boosted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 780.7% in the 4th quarter. Brookstone Capital Management now owns 955,217 shares of the company’s stock valued at $33,519,000 after buying an additional 846,752 shares during the period. Finally, Accurate Wealth Management LLC bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the 4th quarter valued at about $236,000.

Innovator U.S. Equity Ultra Buffer ETF – December Stock Down 0.7 %

Shares of BATS UDEC opened at $35.41 on Wednesday. The stock has a 50-day simple moving average of $35.48 and a 200-day simple moving average of $35.22. The company has a market capitalization of $201.10 million, a PE ratio of 26.92 and a beta of 0.37.

Innovator U.S. Equity Ultra Buffer ETF – December Profile

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) 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. UDEC was launched on Dec 2, 2019 and is managed by Innovator.