Innovator Equity Defined Protection ETF1 Yr September $ZSEP Stake Raised by KFG Wealth Management LLC

KFG Wealth Management LLC lifted its position in Innovator Equity Defined Protection ETF1 Yr September (BATS:ZSEP) by 20.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 150,092 shares of the company’s stock after buying an additional 25,066 shares during the quarter. KFG Wealth Management LLC owned approximately 5.09% of Innovator Equity Defined Protection ETF1 Yr September worth $4,179,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. GHP Investment Advisors Inc. purchased a new position in Innovator Equity Defined Protection ETF1 Yr September during the first quarter valued at approximately $29,000. CoreCap Advisors LLC boosted its holdings in Innovator Equity Defined Protection ETF1 Yr September by 90.0% in the 3rd quarter. CoreCap Advisors LLC now owns 2,628 shares of the company’s stock valued at $73,000 after purchasing an additional 1,245 shares during the period. Grove Bank & Trust bought a new position in Innovator Equity Defined Protection ETF1 Yr September in the 3rd quarter valued at $100,000. Triumph Capital Management grew its position in shares of Innovator Equity Defined Protection ETF1 Yr September by 359.4% during the 3rd quarter. Triumph Capital Management now owns 4,594 shares of the company’s stock valued at $128,000 after purchasing an additional 3,594 shares in the last quarter. Finally, Continuum Advisory LLC purchased a new position in shares of Innovator Equity Defined Protection ETF1 Yr September during the 2nd quarter valued at $146,000.

Innovator Equity Defined Protection ETF1 Yr September Trading Down 0.3%

Shares of Innovator Equity Defined Protection ETF1 Yr September stock traded down $0.08 during trading on Friday, hitting $27.93. The stock had a trading volume of 30,537 shares, compared to its average volume of 48,536. Innovator Equity Defined Protection ETF1 Yr September has a 12 month low of $26.42 and a 12 month high of $28.10. The business’s 50-day moving average is $27.87 and its 200 day moving average is $27.56.

Innovator Equity Defined Protection ETF1 Yr September Profile

The Innovator 1 Yr September (ZSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), to a cap, with 100% downside hedge over a one year outcome period. The actively managed fund holds FLEX options to obtain exposure ZSEP was launched on Aug 31, 2024 and is issued by Innovator.