Castle Wealth Management LLC Makes New $221,000 Investment in Innovator U.S. Small Cap Power Buffer ETF – January (BATS:KJAN)

Castle Wealth Management LLC acquired a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – January (BATS:KJAN) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,450 shares of the company’s stock, valued at approximately $221,000. Castle Wealth Management LLC owned about 0.12% of Innovator U.S. Small Cap Power Buffer ETF – January as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently bought and sold shares of KJAN. Cetera Advisors LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – January by 141.6% in the 4th quarter. Cetera Advisors LLC now owns 20,308 shares of the company’s stock worth $607,000 after acquiring an additional 11,903 shares during the period. Cetera Advisor Networks LLC lifted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – January by 69.1% in the 4th quarter. Cetera Advisor Networks LLC now owns 23,167 shares of the company’s stock worth $693,000 after acquiring an additional 9,463 shares during the period. Cerity Partners LLC acquired a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – January in the 4th quarter worth $1,441,000. SageView Advisory Group LLC acquired a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – January in the 4th quarter worth $397,000. Finally, Jane Street Group LLC acquired a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – January in the 4th quarter worth $270,000.

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

Shares of BATS KJAN remained flat at $33.80 during midday trading on Friday. 75,951 shares of the company traded hands. The company has a 50-day simple moving average of $34.62 and a two-hundred day simple moving average of $32.91. The firm has a market cap of $410.68 million, a price-to-earnings ratio of 23.40 and a beta of 0.76.

About Innovator U.S. Small Cap Power Buffer ETF – January

The Innovator U.S. Small Cap Power Buffer ETF – January (KJAN) is an exchange-traded fund that is based on the Russell 2000 index. The fund aims for specific buffered losses and capped gains on the Russell 2000 over a specific holdings period. The actively-managed fund holds options and collateral. KJAN was launched on Jan 1, 2020 and is managed by Innovator.