WorthPointe LLC Has $2.15 Million Position in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

WorthPointe LLC lessened its stake in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB) by 2.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 58,414 shares of the company’s stock after selling 1,653 shares during the period. Innovator U.S. Equity Power Buffer ETF – February comprises 0.9% of WorthPointe LLC’s portfolio, making the stock its 16th biggest holding. WorthPointe LLC owned approximately 0.27% of Innovator U.S. Equity Power Buffer ETF – February worth $2,150,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Sequent Planning LLC lifted its position in Innovator U.S. Equity Power Buffer ETF – February by 26.8% in the fourth quarter. Sequent Planning LLC now owns 8,564 shares of the company’s stock worth $315,000 after purchasing an additional 1,811 shares during the period. Runnymede Capital Advisors Inc. bought a new position in shares of Innovator U.S. Equity Power Buffer ETF – February during the 4th quarter worth about $127,000. Valtinson Bruner Financial Planning LLC lifted its holdings in shares of Innovator U.S. Equity Power Buffer ETF – February by 2.6% during the 4th quarter. Valtinson Bruner Financial Planning LLC now owns 15,582 shares of the company’s stock worth $573,000 after acquiring an additional 395 shares during the period. Farther Finance Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February during the 4th quarter valued at about $501,000. Finally, Raymond James Financial Inc. bought a new stake in Innovator U.S. Equity Power Buffer ETF – February in the fourth quarter valued at about $9,658,000.

Innovator U.S. Equity Power Buffer ETF – February Stock Down 1.3 %

BATS:PFEB opened at $36.41 on Tuesday. Innovator U.S. Equity Power Buffer ETF – February has a 12-month low of $33.39 and a 12-month high of $37.48. The firm has a 50-day moving average price of $36.77 and a 200 day moving average price of $36.52. The firm has a market capitalization of $867.67 million, a PE ratio of 26.02 and a beta of 0.45.

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

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.