Innovator U.S. Equity Ultra Buffer ETF – August (BATS:UAUG) is KFG Wealth Management LLC’s Largest Position

KFG Wealth Management LLC increased its position in Innovator U.S. Equity Ultra Buffer ETF – August (BATS:UAUG) by 502.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 708,947 shares of the company’s stock after purchasing an additional 591,184 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – August accounts for about 9.9% of KFG Wealth Management LLC’s holdings, making the stock its biggest holding. KFG Wealth Management LLC owned 0.24% of Innovator U.S. Equity Ultra Buffer ETF – August worth $21,793,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Cetera Investment Advisers raised its stake in Innovator U.S. Equity Ultra Buffer ETF – August by 1.8% during the 4th quarter. Cetera Investment Advisers now owns 40,425 shares of the company’s stock valued at $1,056,000 after acquiring an additional 719 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in Innovator U.S. Equity Ultra Buffer ETF – August by 3.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 29,859 shares of the company’s stock valued at $808,000 after acquiring an additional 925 shares during the last quarter. Donald L. Hagan LLC raised its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – August by 1.0% during the 4th quarter. Donald L. Hagan LLC now owns 94,673 shares of the company’s stock worth $2,910,000 after buying an additional 930 shares in the last quarter. Claro Advisors LLC raised its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – August by 6.8% during the 4th quarter. Claro Advisors LLC now owns 14,994 shares of the company’s stock worth $461,000 after buying an additional 950 shares in the last quarter. Finally, Atlantic Private Wealth LLC purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – August during the 3rd quarter worth approximately $32,000.

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

Shares of UAUG stock traded down $0.21 during trading hours on Friday, reaching $31.68. 70,506 shares of the company’s stock were exchanged. The firm has a market cap of $205.29 million, a P/E ratio of 24.56 and a beta of 0.62. The business’s 50-day simple moving average is $32.19 and its 200 day simple moving average is $30.71.

Innovator U.S. Equity Ultra Buffer ETF – August Profile

The Innovator U.S. Equity Ultra Buffer ETF – August (UAUG) 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. UAUG was launched on Aug 1, 2019 and is managed by Innovator.