Caliber Wealth Management LLC KS Takes $5.51 Million Position in Innovator U.S. Equity Ultra Buffer ETF – March $UMAR

Caliber Wealth Management LLC KS purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 138,550 shares of the company’s stock, valued at approximately $5,506,000.

Other institutional investors also recently added to or reduced their stakes in the company. Ballast Rock Private Wealth LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – March during the 4th quarter valued at about $559,000. Riverchase Wealth Management LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the 1st quarter worth about $623,000. Sound Portfolio Advisors LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – March in the 4th quarter worth about $492,000. KFG Wealth Management LLC grew its stake in Innovator U.S. Equity Ultra Buffer ETF – March by 49.3% in the 1st quarter. KFG Wealth Management LLC now owns 192,335 shares of the company’s stock worth $7,643,000 after acquiring an additional 63,541 shares in the last quarter. Finally, IMG Wealth Management Inc. increased its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March by 13.7% during the fourth quarter. IMG Wealth Management Inc. now owns 21,060 shares of the company’s stock worth $841,000 after acquiring an additional 2,539 shares during the period.

Innovator U.S. Equity Ultra Buffer ETF – March Stock Performance

Innovator U.S. Equity Ultra Buffer ETF – March stock opened at $42.06 on Tuesday. The company has a 50 day moving average price of $41.84 and a 200-day moving average price of $40.74. Innovator U.S. Equity Ultra Buffer ETF – March has a fifty-two week low of $37.50 and a fifty-two week high of $42.29. The company has a market capitalization of $218.71 million, a PE ratio of 25.05 and a beta of 0.34.

Innovator U.S. Equity Ultra Buffer ETF – March Company Profile

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