Ameritas Advisory Services LLC Acquires 43,537 Shares in Innovator U.S. Equity Ultra Buffer ETF – December

Ameritas Advisory Services LLC has acquired a new stake in the Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC) by purchasing 43,537 shares during the fourth quarter of 2024. This investment is valued at around $1,528,000, which represents about 1.62% of the ETF at the end of the period, as noted in the firm's latest 13F filing with the SEC.

In addition to Ameritas, several other institutional investors have also adjusted their positions in the Innovator U.S. Equity Ultra Buffer ETF – December. For instance, Sugarloaf Wealth Management LLC increased its holdings by 14.3% over the same period, acquiring an additional 550 shares to reach a total of 4,400 shares, valued at $154,000. Wealth Enhancement Advisory Services LLC made a new purchase in the third quarter, investing $200,000 in the ETF. Likewise, Accurate Wealth Management LLC entered a new stake during the fourth quarter worth $236,000.

Wolverine Trading LLC significantly increased its position by 67.3% during the third quarter, now holding 15,583 shares worth $545,000, after purchasing an extra 6,266 shares. Furthermore, Fermata Advisors LLC also set up a new position during the fourth quarter, valued at $1,014,000.

Performance of Innovator U.S. Equity Ultra Buffer ETF – December

As of Tuesday, shares of UDEC opened at $35.50. The ETF has a market capitalization of $95.13 million, a price-to-earnings (P/E) ratio of 23.98, and a beta of 0.63, indicating its lower volatility compared to the overall market. Its 50-day moving average stands at $35.36, while its 200-day moving average is $34.96.

Overview of Innovator U.S. Equity Ultra Buffer ETF – December

The Innovator U.S. Equity Ultra Buffer ETF – December is an exchange-traded fund that tracks the S&P 500 Price Return index. The objective of this fund is to provide specific buffered losses along with capped gains on the S&P 500 for a designated holding period. The fund actively manages options and collateral to achieve its investment goals. Launched on December 2, 2019, it is managed by Innovator.

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