Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul Price & Performance (JAJL)

Atria Wealth Solutions Inc. has decreased its holdings in Simplify Treasury Option Income ETF (NYSEARCA:BUCK) by 22.9% during the fourth quarter. The firm now owns 15,480 shares worth $380,000, following the sale of 4,597 shares. Other hedge funds have also made adjustments to their positions in the ETF.1

Allworth Financial LP increased its stake in Consolidated Water Co. Ltd. (NASDAQ:CWCO) by 643.4% in the fourth quarter. The firm now holds 2,349 shares, up from 316, with a total value of $61,000. Other institutional investors have also made notable changes to their positions in the company.2

Morgan Stanley reduced its price target for Sempra (NYSE:SRE) from $100 to $85, while maintaining an “overweight” rating. Other firms, including UBS and Wells Fargo, also downgraded their ratings, citing concerns over valuation. Sempra’s recent earnings report showed a slight revenue increase, but analysts remain cautious.3