ETFs

Brookstone Capital Management Increases Stake in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL)

Published October 13, 2024

Brookstone Capital Management has significantly boosted its investment in the Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) by an impressive 109.2% during the third quarter of this year. According to a recent Form 13F filing with the Securities and Exchange Commission, the firm now holds a total of 24,775 shares of the ETF after acquiring an additional 12,933 shares during this period. At the conclusion of the most recent quarter, Brookstone Capital Management's holdings represented approximately 0.49% of the ETF's total assets, valued at around $722,000.

Additionally, other institutional investors have also been active in buying and selling shares of the Innovator U.S. Small Cap Power Buffer ETF – July. For instance, Kingsview Wealth Management LLC raised its stake by 7.8% in the first quarter, now owning 9,425 shares worth about $265,000 after acquiring 679 shares during the last quarter. Onyx Bridge Wealth Group LLC also increased its holdings by 1.4% in the second quarter, owning 97,516 shares valued at $2,695,000 after purchasing 1,390 additional shares. Triad Wealth Partners LLC made a new investment during the second quarter, acquiring a stake valued at $44,000. FSA Advisors Inc. expanded its holding by 17.5%, now possessing 12,588 shares worth $348,000 after an increase of 1,871 shares. Finally, Chicago Partners Investment Group LLC raised its ownership by 13.9% in the fourth quarter, now holding 18,622 shares valued at $495,000 after acquiring an additional 2,275 shares.

Performance Overview of Innovator U.S. Small Cap Power Buffer ETF – July

As of the latest trading session, shares of the Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL) opened at $29.12. The ETF has a market capitalization of $146.45 million, a price-to-earnings ratio of 12.79, and a beta of 0.74, indicating it is less volatile than the market. Its 50-day moving average stands at $28.58, while the 200-day moving average is at $28.01, providing insight into its recent price performance.

Understanding Innovator U.S. Small Cap Power Buffer ETF – July

The Innovator U.S. Small Cap Power Buffer ETF – July (ticker symbol KJUL) is designed to track the performance of the Russell 2000 index. This exchange-traded fund aims to offer specific buffered losses and capped gains over a determined holding period. To achieve its investment goals, the fund actively manages portfolios consisting of options and collateral. KJUL was first launched on July 1, 2020, and is managed by Innovator.

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