Welch Financial Planning LLC Invests $888,000 in Innovator U.S. Equity Power Buffer ETF – July $PJUL

Welch Financial Planning LLC acquired a new stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) in the fourth quarter, Holdings Channel.com reports. The firm acquired 19,116 shares of the company’s stock, valued at approximately $888,000. Innovator U.S. Equity Power Buffer ETF – July makes up approximately 0.6% of Welch Financial Planning LLC’s portfolio, making the stock its 26th biggest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Chapman Financial Group LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – July during the second quarter worth about $53,000. Optima Capital LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – July in the 4th quarter valued at about $83,000. MMA Asset Management LLC bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – July during the 3rd quarter valued at about $115,000. Capital Investment Advisory Services LLC grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – July by 14.8% during the third quarter. Capital Investment Advisory Services LLC now owns 2,636 shares of the company’s stock worth $120,000 after purchasing an additional 340 shares in the last quarter. Finally, WealthShield Partners LLC grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – July by 72.4% during the third quarter. WealthShield Partners LLC now owns 4,504 shares of the company’s stock worth $205,000 after purchasing an additional 1,892 shares in the last quarter.

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

PJUL stock opened at $47.94 on Tuesday. The firm has a 50 day simple moving average of $46.75 and a two-hundred day simple moving average of $46.43. The stock has a market cap of $994.76 million, a PE ratio of 24.44 and a beta of 0.46. Innovator U.S. Equity Power Buffer ETF – July has a one year low of $40.09 and a one year high of $48.11.

About Innovator U.S. Equity Power Buffer ETF – July

The Innovator S&P 500 Power Buffer ETF — July (PJUL) is an exchange-traded fund that is based on the S&P 500 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. PJUL was launched on Aug 8, 2018 and is managed by Innovator.