Berkshire Money Management Inc. Purchases 47,175 Shares of Innovator U.S. Small Cap Power Buffer ETF – August $KAUG

Berkshire Money Management Inc. grew its stake in Innovator U.S. Small Cap Power Buffer ETF – August (BATS:KAUG) by 1.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,496,244 shares of the company’s stock after purchasing an additional 47,175 shares during the period. Innovator U.S. Small Cap Power Buffer ETF – August comprises approximately 6.3% of Berkshire Money Management Inc.’s investment portfolio, making the stock its 4th largest position. Berkshire Money Management Inc. owned 56.99% of Innovator U.S. Small Cap Power Buffer ETF – August worth $66,225,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Gradient Investments LLC boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August by 2.3% in the 4th quarter. Gradient Investments LLC now owns 477,940 shares of the company’s stock valued at $12,680,000 after purchasing an additional 10,666 shares in the last quarter. First Heartland Consultants Inc. boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August by 5.2% in the 4th quarter. First Heartland Consultants Inc. now owns 191,485 shares of the company’s stock valued at $5,080,000 after purchasing an additional 9,458 shares in the last quarter. SageView Advisory Group LLC boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August by 148.8% in the 3rd quarter. SageView Advisory Group LLC now owns 163,857 shares of the company’s stock valued at $4,260,000 after purchasing an additional 98,011 shares in the last quarter. Blair William & Co. IL boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August by 25.3% in the 3rd quarter. Blair William & Co. IL now owns 141,383 shares of the company’s stock valued at $3,676,000 after purchasing an additional 28,553 shares in the last quarter. Finally, Osaic Holdings Inc. boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – August by 166.3% in the 2nd quarter. Osaic Holdings Inc. now owns 69,954 shares of the company’s stock valued at $1,738,000 after purchasing an additional 43,683 shares in the last quarter.

Innovator U.S. Small Cap Power Buffer ETF – August Stock Performance

KAUG opened at $27.92 on Monday. The company’s 50 day moving average is $27.10 and its 200-day moving average is $26.72. Innovator U.S. Small Cap Power Buffer ETF – August has a 1-year low of $22.80 and a 1-year high of $27.97.

Innovator U.S. Small Cap Power Buffer ETF – August Company Profile

The Innovator US Small Cap Power Buffer ETF – August (KAUG) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in the price movement of the iShares Russell 2000 ETF, up to a predetermined cap, while buffering the first 15% of losses over a one-year period. The fund is actively managed, using FLEX options and collateral to provide exposure. KAUG was launched on Aug 1, 2024 and is issued by Innovator.