Innovator U.S. Equity Power Buffer ETF – February $PFEB Stock Holdings Raised by Cassady Wealth & Retirement Planning LLC

Cassady Wealth & Retirement Planning LLC grew its position in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEBFree Report) by 50.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 192,620 shares of the company’s stock after purchasing an additional 64,360 shares during the period. Innovator U.S. Equity Power Buffer ETF – February comprises about 4.0% of Cassady Wealth & Retirement Planning LLC’s holdings, making the stock its 5th largest holding. Cassady Wealth & Retirement Planning LLC owned approximately 0.82% of Innovator U.S. Equity Power Buffer ETF – February worth $8,123,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of PFEB. Jessup Wealth Management Inc purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – February during the 4th quarter valued at about $61,000. Atlantic Private Wealth LLC purchased a new stake in Innovator U.S. Equity Power Buffer ETF – February in the first quarter worth approximately $69,000. JPMorgan Chase & Co. boosted its stake in Innovator U.S. Equity Power Buffer ETF – February by 38.3% in the second quarter. JPMorgan Chase & Co. now owns 4,340 shares of the company’s stock worth $165,000 after buying an additional 1,203 shares in the last quarter. AdvisorNet Financial Inc boosted its stake in Innovator U.S. Equity Power Buffer ETF – February by 465.9% in the first quarter. AdvisorNet Financial Inc now owns 4,527 shares of the company’s stock worth $182,000 after buying an additional 3,727 shares in the last quarter. Finally, TrustBank bought a new position in Innovator U.S. Equity Power Buffer ETF – February during the fourth quarter valued at approximately $214,000.

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

PFEB stock opened at $42.87 on Thursday. The company has a market capitalization of $1.00 billion, a PE ratio of 24.08 and a beta of 0.42. Innovator U.S. Equity Power Buffer ETF – February has a one year low of $38.17 and a one year high of $43.38. The company’s 50 day moving average price is $42.99 and its two-hundred day moving average price is $41.82.

Innovator U.S. Equity Power Buffer ETF – February Company Profile

(Free Report)

The Innovator U.S. Equity Power Buffer ETF – February (PFEB) 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. PFEB was launched on Feb 3, 2020 and is managed by Innovator.

Further Reading

Institutional Ownership by Quarter for Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB)

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