Blue Bell Private Wealth Management LLC Sells 739 Shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Blue Bell Private Wealth Management LLC lessened its holdings in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) by 2.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,799 shares of the company’s stock after selling 739 shares during the quarter. Blue Bell Private Wealth Management LLC owned 0.93% of Innovator U.S. Equity Buffer ETF – September worth $1,456,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Triad Wealth Partners LLC bought a new position in shares of Innovator U.S. Equity Buffer ETF – September during the 2nd quarter worth $35,000. Tradition Wealth Management LLC purchased a new position in Innovator U.S. Equity Buffer ETF – September during the 4th quarter valued at about $76,000. Financial Network Wealth Advisors LLC purchased a new stake in Innovator U.S. Equity Buffer ETF – September in the fourth quarter worth $289,000. Kathmere Capital Management LLC boosted its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 25.3% during the 2nd quarter. Kathmere Capital Management LLC now owns 8,358 shares of the company’s stock valued at $340,000 after buying an additional 1,689 shares in the last quarter. Finally, Principal Securities Inc. purchased a new position in Innovator U.S. Equity Buffer ETF – September during the fourth quarter valued at $340,000.

Innovator U.S. Equity Buffer ETF – September Stock Down 0.1 %

BSEP opened at $40.85 on Friday. The company’s 50-day moving average is $40.91 and its 200-day moving average is $39.82. The company has a market cap of $156.46 million, a PE ratio of 24.71 and a beta of 0.76.

About Innovator U.S. Equity Buffer ETF – September

The Innovator S&P 500 Buffer ETF – September (BSEP) 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. BSEP was launched on Sep 3, 2019 and is managed by Innovator.