KFG Wealth Management LLC Has $2.17 Million Holdings in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

KFG Wealth Management LLC cut its position in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) by 34.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 67,625 shares of the company’s stock after selling 35,533 shares during the quarter. Innovator U.S. Equity Ultra Buffer ETF – December comprises about 1.0% of KFG Wealth Management LLC’s holdings, making the stock its 25th largest position. KFG Wealth Management LLC owned 2.67% of Innovator U.S. Equity Ultra Buffer ETF – December worth $2,167,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of UDEC. WealthShield Partners LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter worth $35,000. JPMorgan Chase & Co. acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter worth $41,000. Sugarloaf Wealth Management LLC increased its position in shares of Innovator U.S. Equity Ultra Buffer ETF – December by 250.0% during the fourth quarter. Sugarloaf Wealth Management LLC now owns 3,850 shares of the company’s stock worth $123,000 after buying an additional 2,750 shares during the period. Cerity Partners LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the fourth quarter worth $206,000. Finally, Townsquare Capital LLC acquired a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – December during the third quarter worth $220,000.

Innovator U.S. Equity Ultra Buffer ETF – December Stock Down 0.4 %

Shares of UDEC traded down $0.14 during trading hours on Friday, hitting $32.74. 4,910 shares of the stock were exchanged. The business’s fifty day simple moving average is $33.08 and its 200-day simple moving average is $31.74. The company has a market capitalization of $88.40 million, a price-to-earnings ratio of 23.94 and a beta of 0.64.

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

The Innovator S&P 500 Ultra Buffer ETF – December (UDEC) 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. UDEC was launched on Dec 2, 2019 and is managed by Innovator.