Innovator U.S. Equity Buffer ETF – December (BATS:BDEC) Holdings Trimmed by KFG Wealth Management LLC

KFG Wealth Management LLC trimmed its position in shares of Innovator U.S. Equity Buffer ETF – December (BATS:BDEC) by 2.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 16,883 shares of the company’s stock after selling 473 shares during the period. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Buffer ETF – December were worth $646,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital Analysts LLC grew its position in Innovator U.S. Equity Buffer ETF – December by 16.9% during the 4th quarter. Capital Analysts LLC now owns 2,808 shares of the company’s stock worth $107,000 after purchasing an additional 406 shares in the last quarter. DHJJ Financial Advisors Ltd. grew its position in Innovator U.S. Equity Buffer ETF – December by 27.8% during the 4th quarter. DHJJ Financial Advisors Ltd. now owns 17,188 shares of the company’s stock worth $657,000 after purchasing an additional 3,737 shares in the last quarter. Outlook Wealth Advisors LLC grew its position in Innovator U.S. Equity Buffer ETF – December by 77.6% during the 4th quarter. Outlook Wealth Advisors LLC now owns 12,701 shares of the company’s stock worth $486,000 after purchasing an additional 5,550 shares in the last quarter. Cerity Partners LLC purchased a new position in Innovator U.S. Equity Buffer ETF – December during the 4th quarter worth approximately $1,558,000. Finally, RFG Advisory LLC grew its position in Innovator U.S. Equity Buffer ETF – December by 13.1% during the 4th quarter. RFG Advisory LLC now owns 8,741 shares of the company’s stock worth $334,000 after purchasing an additional 1,015 shares in the last quarter.

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

BATS BDEC traded down $0.16 on Friday, hitting $39.51. 5,265 shares of the stock were exchanged. The company has a market cap of $146.19 million, a P/E ratio of 24.26 and a beta of 0.76. The business’s 50-day moving average price is $40.05 and its 200-day moving average price is $38.07.

Innovator U.S. Equity Buffer ETF – December Profile

The Innovator S&P 500 Buffer ETF – December (BDEC) 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. BDEC was launched on Dec 1, 2019 and is managed by Innovator.