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Outlook Wealth Advisors LLC Cuts Stock Position in Innovator U S Small Cap Power Buffer ETF – July (BATS:KJUL)

Outlook Wealth Advisors LLC trimmed its holdings in Innovator U.S. Small Cap Power Buffer ETF – July (BATS:KJUL – Free Report) by 7.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,711 shares of the company’s stock after selling 959 shares […]

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Personal CFO Solutions LLC Buys New Shares in Innovator Growth-100 Power Buffer ETF – July (BATS:NJUL)

Personal CFO Solutions LLC Buys New Shares in Innovator Growth-100 Power Buffer ETF – July (BATS:NJUL)
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Innovator U S Equity Power Buffer ETF – April (BATS:PAPR) Shares Bought by My Personal CFO LLC

My Personal CFO LLC grew its holdings in Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) by 20.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,646 shares of the company’s stock after buying an additional 1,828 shares during the […]

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Valtinson Bruner Financial Planning LLC Cuts Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Valtinson Bruner Financial Planning LLC Cuts Stake in UnitedHealth Group Incorporated (NYSE:UNH)
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Gradient Capital Advisors LLC Reduces Holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM)

Gradient Capital Advisors LLC reduced its stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 3.5% during the third quarter, Holdings Channel reports. The institutional investor owned 30,878 shares of the company’s stock after selling 1,116 shares during the period. Gradient Capital Advisors LLC’s holdings in SPDR Gold MiniShares Trust were […]

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