Kellett Wealth Advisors LLC Raises Stake in Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT)

Kellett Wealth Advisors LLC grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – October (BATS:UOCT) by 99.4% during the fourth quarter, HoldingsChannel reports. The firm owned 27,539 shares of the company’s stock after buying an additional 13,731 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – October accounts for 0.7% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 24th largest position. Kellett Wealth Advisors LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – October were worth $972,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. WealthShield Partners LLC purchased a new stake in shares of Innovator U.S. Equity Ultra Buffer ETF – October during the 4th quarter valued at about $72,000. Sigma Planning Corp purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – October in the 4th quarter worth approximately $1,607,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors grew its position in Innovator U.S. Equity Ultra Buffer ETF – October by 8.8% in the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 174,446 shares of the company’s stock valued at $6,154,000 after acquiring an additional 14,071 shares in the last quarter. Truist Financial Corp lifted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 13.1% during the fourth quarter. Truist Financial Corp now owns 45,024 shares of the company’s stock worth $1,588,000 after purchasing an additional 5,224 shares in the last quarter. Finally, Allworth Financial LP lifted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – October by 11,353.4% during the fourth quarter. Allworth Financial LP now owns 32,413 shares of the company’s stock worth $1,163,000 after purchasing an additional 32,130 shares in the last quarter.

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

UOCT opened at $35.67 on Wednesday. The firm has a market cap of $197.97 million, a price-to-earnings ratio of 26.98 and a beta of 0.33. The company’s fifty day moving average price is $35.67 and its two-hundred day moving average price is $35.24.

About Innovator U.S. Equity Ultra Buffer ETF – October

The Innovator S&P 500 Ultra Buffer ETF – October (UOCT) 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. UOCT was launched on Oct 1, 2018 and is managed by Innovator.