Volatile markets increase appeal of ETFs with a buffer
Defined-outcome funds offer downside protection but critics question the cost of insurance
Source: theglobeandmail.com
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Ausdal Financial Partners Inc. Boosts Holdings in Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT)
Ausdal Financial Partners Inc. raised its stake in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Get Rating) by 12.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,965 shares of the company’s stock after acquiring an additional 1,300 shares during the period. Ausdal Financial Partners Inc.’s holdings in […]
Pinnacle Wealth Management Group Inc Ausdal Financial Partners Inc Weaver Consulting Group Gradient Investments Company Profile Ausdal Financial Partners
Source: tickerreport.com
Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR) Position Cut by Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC trimmed its holdings in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Get Rating) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 21,286 shares of the company’s stock after selling 500 shares during […]
Blue Bell Private Wealth Management Wealthplan Investment Management Wealth Management Sunbelt Securities Inc B Riley Wealth Advisors Inc Power Buffer
Source: theenterpriseleader.com
Tfo Tdc LLC Purchases 4,318 Shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)
Tfo Tdc LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Get Rating) by 92.7% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 8,977 shares of the company’s stock after purchasing an additional 4,318 shares during the period. […]
My Personal Accurate Wealth Management Coldstream Capital Management Inc Macroview Investment Management Company Profile Wealthplan Investment Management
Source: themarketsdaily.com
Sugarloaf Wealth Management LLC Acquires New Shares in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)
Sugarloaf Wealth Management LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) in the fourth quarter, Holdings Channel reports. The fund acquired 32,292 shares of the company’s stock, valued at approximately $975,000. A number of other hedge funds and other institutional investors have also […]
Wealthplan Investment Management Creative Financial Designs Inc Pinnacle Wealth Management Group Inc Holdings Channel Somerset Trust Co Sugarloaf Wealth Management
Source: wkrb13.com
Alcoa (NYSE:AA) Stock Price Down 4.8% on Analyst Downgrade
Sugarloaf Wealth Management LLC acquired a new position in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 32,292 shares of the company’s stock, valued at approximately $975,000. A number of other large investors also […]
Sugarloaf Wealth Management Coldstream Capital Management Inc Stuart Chaussee Associates Inc Janney Montgomery Scott Company Profile Financial Services
Source: dailypolitical.com
Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL) Shares Purchased by Sugarloaf Wealth Management LLC
Sugarloaf Wealth Management LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Get Rating) by 45.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,611 shares of the company’s stock after […]
Sugarloaf Wealth Management Securities Exchange Commission Investment Advisors Inc Wealthplan Investment Management Ascent Wealth Partners Ae Wealth Management
Source: wkrb13.com
Chart of the Week: Minimizing Risk? Consider Defined Outcome ETFs
While defined outcome ETFs have been gaining traction in recent years, we think there’s still education needed.
Consider Defined Outcome Power Buffer Xchange Traded Funds Stock Market Chart Of The Week Expert Insights
Source: etftrends.com
Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) Shares Sold by Alera Investment Advisors LLC
Alera Investment Advisors LLC decreased its position in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 16.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 12,052 shares of the company’s stock after selling 2,323 shares during the period. Alera Investment Advisors LLC’s holdings in Innovator U.S. […]
Alera Investment Advisors Patriot Financial Group Insurance Agency Altfest Lj Co Company Profile Camelot Portfolios Weaver Consulting Group
Source: theenterpriseleader.com
Requisite Capital Management LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)
Requisite Capital Management LLC bought a new position in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 14,166 shares of the company’s stock, valued at approximately $414,000. Other large investors […]
Company Profile Ae Wealth Management Capital Management Securities Exchange Commission Altfest Lj Co Weaver Consulting Group
Source: modernreaders.com