Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) Shares Sold by WealthShield Partners LLC

WealthShield Partners LLC lowered its position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) by 77.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 602 shares of the company’s stock after selling 2,100 shares during the quarter. WealthShield Partners LLC’s holdings in Innovator U.S. Equity Buffer ETF – September were worth $26,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in BSEP. Reston Wealth Management LLC acquired a new position in Innovator U.S. Equity Buffer ETF – September in the 3rd quarter worth $104,000. Beacon Financial Advisory LLC lifted its holdings in Innovator U.S. Equity Buffer ETF – September by 26.4% in the 3rd quarter. Beacon Financial Advisory LLC now owns 13,000 shares of the company’s stock worth $548,000 after buying an additional 2,712 shares in the last quarter. Harbour Investments Inc. raised its stake in shares of Innovator U.S. Equity Buffer ETF – September by 26.4% in the 3rd quarter. Harbour Investments Inc. now owns 14,438 shares of the company’s stock valued at $608,000 after purchasing an additional 3,013 shares in the last quarter. WealthPLAN Partners LLC raised its stake in shares of Innovator U.S. Equity Buffer ETF – September by 233.3% in the 3rd quarter. WealthPLAN Partners LLC now owns 129,813 shares of the company’s stock valued at $5,468,000 after purchasing an additional 90,869 shares in the last quarter. Finally, WealthPlan Investment Management LLC acquired a new stake in shares of Innovator U.S. Equity Buffer ETF – September in the 3rd quarter valued at about $7,611,000.

Innovator U.S. Equity Buffer ETF – September Trading Down 1.3 %

Shares of Innovator U.S. Equity Buffer ETF – September stock opened at $43.53 on Wednesday. The firm has a market cap of $166.72 million, a price-to-earnings ratio of 24.71 and a beta of 0.76. The firm has a 50-day moving average of $43.51 and a 200-day moving average of $42.69.

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

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.