Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) Stake Lowered by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC reduced its stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) by 11.3% during the 4th quarter, HoldingsChannel reports. The fund owned 98,829 shares of the company’s stock after selling 12,601 shares during the period. Forvis Mazars Wealth Advisors LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – September were worth $3,863,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Concurrent Investment Advisors LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – September during the 4th quarter valued at $665,000. Csenge Advisory Group grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September by 27.4% during the 4th quarter. Csenge Advisory Group now owns 18,585 shares of the company’s stock valued at $726,000 after acquiring an additional 3,999 shares in the last quarter. Allworth Financial LP grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September by 17,984.2% during the 4th quarter. Allworth Financial LP now owns 914,879 shares of the company’s stock valued at $36,357,000 after acquiring an additional 909,820 shares in the last quarter. Lord & Richards Wealth Management LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – September during the 4th quarter valued at $464,000. Finally, Nations Financial Group Inc. IA ADV grew its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September by 6.3% during the 4th quarter. Nations Financial Group Inc. IA ADV now owns 39,168 shares of the company’s stock valued at $1,531,000 after acquiring an additional 2,315 shares in the last quarter.

Innovator U.S. Equity Power Buffer ETF – September Stock Performance

PSEP stock opened at $39.71 on Friday. The firm has a 50-day simple moving average of $39.50 and a two-hundred day simple moving average of $38.85. The firm has a market cap of $762.34 million, a price-to-earnings ratio of 24.15 and a beta of 0.60.

Innovator U.S. Equity Power Buffer ETF – September Profile

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