KFG Wealth Management LLC Boosts Stake in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP)

KFG Wealth Management LLC raised its position in shares of Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) by 13.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,443 shares of the company’s stock after buying an additional 9,093 shares during the quarter. KFG Wealth Management LLC’s holdings in Innovator U.S. Equity Ultra Buffer ETF – September were worth $2,761,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Sigma Planning Corp purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the third quarter valued at $346,000. HighTower Advisors LLC purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the 3rd quarter worth $903,000. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 7.6% in the 3rd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 97,206 shares of the company’s stock worth $3,377,000 after buying an additional 6,854 shares during the last quarter. Fiduciary Financial Group LLC raised its position in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 137.8% during the 3rd quarter. Fiduciary Financial Group LLC now owns 24,257 shares of the company’s stock valued at $841,000 after buying an additional 14,057 shares in the last quarter. Finally, Fermata Advisors LLC lifted its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 46.9% in the 3rd quarter. Fermata Advisors LLC now owns 9,249 shares of the company’s stock valued at $321,000 after acquiring an additional 2,951 shares during the last quarter.

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

Shares of BATS USEP opened at $35.85 on Friday. The stock’s fifty day moving average is $35.41 and its 200 day moving average is $34.73. The company has a market capitalization of $66.32 million, a PE ratio of 24.57 and a beta of 0.55.

About Innovator U.S. Equity Ultra Buffer ETF – September

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