Innovator U.S. Equity Ultra Buffer ETF – March $UMAR Stock: Kellett Wealth Advisors LLC Cuts Stake

Kellett Wealth Advisors LLC trimmed its position in shares of Innovator U.S. Equity Ultra Buffer ETF – March (BATS:UMAR) by 35.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,506 shares of the company’s stock after selling 16,350 shares during the period. Kellett Wealth Advisors LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – March were worth $1,273,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its position in Innovator U.S. Equity Ultra Buffer ETF – March by 222.4% in the 2nd quarter. Envestnet Asset Management Inc. now owns 123,026 shares of the company’s stock worth $5,649,000 after purchasing an additional 84,861 shares during the last quarter. Bullseye Investment Management LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March in the second quarter valued at approximately $410,000. Talon Private Wealth LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March in the second quarter valued at approximately $38,419,000. IFP Advisors Inc bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the second quarter valued at approximately $211,000. Finally, Allworth Financial LP bought a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – March during the second quarter valued at approximately $320,000.

Innovator U.S. Equity Ultra Buffer ETF – March Trading Down 0.3%

Shares of BATS UMAR opened at $43.42 on Thursday. The stock has a 50 day simple moving average of $43.13 and a 200-day simple moving average of $42.22. The company has a market cap of $225.78 million, a PE ratio of 25.05 and a beta of 0.34. Innovator U.S. Equity Ultra Buffer ETF – March has a 12-month low of $38.79 and a 12-month high of $43.63.

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