WealthPlan Investment Management LLC Trims Holdings in Innovator U.S. Equity Buffer ETF – July $BJUL

WealthPlan Investment Management LLC cut its position in shares of Innovator U.S. Equity Buffer ETF – July (BATS:BJUL) by 84.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,636 shares of the company’s stock after selling 157,469 shares during the quarter. WealthPlan Investment Management LLC owned 0.56% of Innovator U.S. Equity Buffer ETF – July worth $1,350,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Motiv8 Investments LLC lifted its stake in Innovator U.S. Equity Buffer ETF – July by 3.4% during the second quarter. Motiv8 Investments LLC now owns 55,276 shares of the company’s stock worth $2,605,000 after purchasing an additional 1,831 shares during the last quarter. Berkshire Money Management Inc. lifted its stake in Innovator U.S. Equity Buffer ETF – July by 1.7% during the second quarter. Berkshire Money Management Inc. now owns 37,381 shares of the company’s stock worth $1,762,000 after purchasing an additional 629 shares during the last quarter. DHJJ Financial Advisors Ltd. lifted its stake in Innovator U.S. Equity Buffer ETF – July by 5.7% during the second quarter. DHJJ Financial Advisors Ltd. now owns 21,368 shares of the company’s stock worth $1,007,000 after purchasing an additional 1,161 shares during the last quarter. Janney Montgomery Scott LLC lifted its stake in Innovator U.S. Equity Buffer ETF – July by 5.3% during the second quarter. Janney Montgomery Scott LLC now owns 58,927 shares of the company’s stock worth $2,777,000 after purchasing an additional 2,967 shares during the last quarter. Finally, CRA Financial Services LLC lifted its stake in Innovator U.S. Equity Buffer ETF – July by 35.3% during the second quarter. CRA Financial Services LLC now owns 10,215 shares of the company’s stock worth $481,000 after purchasing an additional 2,665 shares during the last quarter.

Innovator U.S. Equity Buffer ETF – July Price Performance

Shares of BJUL opened at $49.29 on Friday. The business’s fifty day moving average price is $49.04 and its 200 day moving average price is $46.37. Innovator U.S. Equity Buffer ETF – July has a 12-month low of $38.91 and a 12-month high of $47.98. The stock has a market capitalization of $253.85 million, a PE ratio of 24.64 and a beta of 0.64.

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

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.