Summit Wealth Partners LLC Reduces Stock Holdings in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

Summit Wealth Partners LLC lessened its stake in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) by 88.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 13,631 shares of the company’s stock after selling 104,415 shares during the period. Summit Wealth Partners LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – July were worth $530,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Souders Financial Advisors bought a new position in Innovator U.S. Equity Power Buffer ETF – July during the second quarter valued at $377,000. AE Wealth Management LLC grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – July by 5.2% during the second quarter. AE Wealth Management LLC now owns 75,355 shares of the company’s stock valued at $2,928,000 after buying an additional 3,713 shares during the last quarter. Blair William & Co. IL raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – July by 448.7% in the second quarter. Blair William & Co. IL now owns 97,098 shares of the company’s stock worth $3,772,000 after buying an additional 79,401 shares during the period. Yarger Wealth Strategies LLC lifted its stake in shares of Innovator U.S. Equity Power Buffer ETF – July by 7.0% during the 2nd quarter. Yarger Wealth Strategies LLC now owns 10,039 shares of the company’s stock worth $390,000 after acquiring an additional 657 shares during the last quarter. Finally, Envestnet Asset Management Inc. grew its position in Innovator U.S. Equity Power Buffer ETF – July by 15.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 273,499 shares of the company’s stock valued at $10,625,000 after acquiring an additional 36,847 shares during the last quarter.

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

BATS:PJUL opened at $40.20 on Wednesday. The company has a market capitalization of $799.98 million, a P/E ratio of 25.00 and a beta of 0.54. The stock’s fifty day simple moving average is $39.46 and its two-hundred day simple moving average is $38.79.

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.