Heritage Wealth Partners LLC lessened its holdings in Innovator U.S. Equity Ultra Buffer ETF – August (BATS:UAUG – Free Report) by 14.5% during the fourth quarter, Holdings Channel reports. The fund owned 39,844 shares of the company’s stock after selling 6,782 shares during the period. Innovator U.S. Equity Ultra Buffer ETF – August makes up 2.5% of Heritage Wealth Partners LLC’s holdings, making the stock its 13th largest holding. Heritage Wealth Partners LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – August were worth $1,225,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Atlantic Private Wealth LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – August in the third quarter valued at about $32,000. Harbour Investments Inc. purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – August during the fourth quarter valued at approximately $39,000. UBS Group AG boosted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – August by 258.6% during the first quarter. UBS Group AG now owns 1,829 shares of the company’s stock valued at $49,000 after buying an additional 1,319 shares during the last quarter. Hartford Financial Management Inc. bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – August during the third quarter worth $141,000. Finally, Sugarloaf Wealth Management LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – August during the third quarter worth $145,000.
Innovator U.S. Equity Ultra Buffer ETF – August Price Performance
Innovator U.S. Equity Ultra Buffer ETF – August stock remained flat at $32.65 during mid-day trading on Friday. The company had a trading volume of 33,309 shares. The company has a fifty day moving average of $31.89 and a 200 day moving average of $30.36.
About Innovator U.S. Equity Ultra Buffer ETF – August
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.
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Want to see what other hedge funds are holding UAUG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator U.S. Equity Ultra Buffer ETF – August (BATS:UAUG – Free Report).
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