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Foundations Investment Advisors LLC Trims Holdings in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)
Foundations Investment Advisors LLC trimmed its stake in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report) by 48.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,769 shares of the company’s stock after selling 6,460 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – February were worth $225,000 as of its most recent SEC filing. A number of other institutional investors have also added to or reduced their stakes in PFEB. Lincoln National Corp increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – February by 3.8% in the fourth quarter. Lincoln National Corp now owns 400,282 shares of the company’s stock worth $13,069,000 after purchasing an additional 14,557 shares during the period. Alera Investment Advisors LLC raised its stake in Innovator U.S. Equity Power Buffer ETF – February by 55.3% in the fourth quarter. Alera Investment Advisors LLC now owns 13,396 shares of the company’s stock valued at $437,000 after purchasing an additional 4,771 shares in the last quarter. Avantax Advisory Services Inc. grew its stake in Innovator U.S. Equity Power Buffer ETF – February by 30.1% in the 3rd quarter. Avantax Advisory Services Inc. now owns 52,667 shares of the company’s stock worth $1,604,000 after buying an additional 12,172 shares in the last quarter. RFG Advisory LLC bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – February during the 4th quarter worth $207,000. Finally, Dynamic Advisor Solutions LLC bought a new position in Innovator U.S. Equity Power Buffer ETF – February in the fourth quarter valued at $204,000. Innovator U.S. Equity Power Buffer ETF – February Stock Performance Shares of PFEB stock opened at $34.58 on Monday. The business’s 50-day moving average price is $33.99 and its 200-day moving average price is $33.10. The company has a market capitalization of $754.77 million, a price-to-earnings ratio of 24.35 and a beta of 0.47. Innovator U.S. Equity Power Buffer ETF – February Company Profile (Free Report) The Innovator U.S. Equity Power Buffer ETF – February (PFEB) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. PFEB was launched on Feb 3, 2020 and is managed by Innovator. See Also Five stocks we like better than Innovator U.S. Equity Power Buffer ETF – February 3 Home Improvement Stocks that Can Upgrade Your Portfolio Canada Goose Flies Higher Driven By DTC Growth What is Forex and How Does it Work? CVS Health Stock Has a Silver Lining Called Value What is an Earnings Surprise? Magnificent 7 Still Magnificent as the Halfway Mark Approaches? Want to see what other hedge funds are holding PFEB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Free Report).
Innovator U.S. Equity Power Buffer ETF - February Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 19,956 | $783,073.51 | $864,294.36 | $81,220.85 | 10.37% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,435 | $100,405.05 | $148,769.85 | $48,364.8 | 48.17% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,912 | $376,233.97 | $428,842.68 | $52,608.71 | 13.98% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 5,820 | $213,664.89 | $252,064.2 | $38,399.31 | 17.97% |
 Jeff Ameen Spire Wealth Management | 31,043 | $1.11M | $1.34M | $236,960.74 | 21.42% |
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Innovator U.S. Equity Power Buffer ETF - February Profile
| BATS Exchange | US Country |
Overview
This company specializes in financial investment services, focusing on a unique type of investment vehicle known as FLexible EXchange® Options, or FLEX Options. These options are notable for their customizable terms, allowing for a tailored investment approach. The primary investment strategy involves allocating at least 80% of the fund's net assets into FLEX Options that are based on the SPDR® S&P 500® ETF Trust, commonly recognized as the underlying ETF. An essential aspect of their operation involves the guarantee of FLEX Options settlement by the Options Clearing Corporation (OCC), though it's important for investors to note that this does not eliminate counterparty risk with the OCC and that FLEX Options might offer less liquidity compared to more traditional exchange-traded option contracts. The fund is characterized by a non-diversified investment strategy, concentrating its investments in a specific area rather than spreading them out across a broad spectrum of assets.
Products and Services
- FLexible EXchange® Options (FLEX Options)
FLEX Options represent a cornerstone service offered by the company, setting it apart in the market. These exchange-traded options contracts are distinguished by their customizable terms, allowing investors significant flexibility in defining the key contract parameters such as expiration date, strike price, and exercise style. This product targets investors who are looking for tailored options strategies that can better meet their specific investment goals and risk tolerance levels.
- Investment in SPDR® S&P 500® ETF Trust
As a focused investment approach, the fund allocates at least 80% of its net assets in FLEX Options that reference the SPDR® S&P 500® ETF Trust, which is one of the most recognized ETFs mirroring the performance of the S&P 500 Index. This strategy is designed for investors who wish to gain exposure to the U.S. equity market's performance overall, while also seeking the added benefits and potential risk management features offered by FLEX Options.
