Concurrent Investment Advisors LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 17,026 shares of the company’s stock, valued at approximately $665,000. Concurrent Investment Advisors LLC owned about 0.09% of Innovator U.S. Equity Power Buffer ETF – September at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in PSEP. Dakota Wealth Management bought a new position in Innovator U.S. Equity Power Buffer ETF – September during the third quarter valued at approximately $1,727,000. Allworth Financial LP boosted its stake in Innovator U.S. Equity Power Buffer ETF – September by 4,959.0% during the third quarter. Allworth Financial LP now owns 5,059 shares of the company’s stock valued at $195,000 after buying an additional 4,959 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in Innovator U.S. Equity Power Buffer ETF – September by 72.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 161,295 shares of the company’s stock valued at $6,215,000 after buying an additional 67,771 shares during the last quarter. FSA Advisors Inc. boosted its stake in Innovator U.S. Equity Power Buffer ETF – September by 23.9% during the third quarter. FSA Advisors Inc. now owns 27,045 shares of the company’s stock valued at $1,042,000 after buying an additional 5,215 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC boosted its stake in Innovator U.S. Equity Power Buffer ETF – September by 15.6% during the third quarter. Patriot Financial Group Insurance Agency LLC now owns 25,655 shares of the company’s stock valued at $988,000 after buying an additional 3,471 shares during the last quarter.
Innovator U.S. Equity Power Buffer ETF – September Stock Performance
Shares of Innovator U.S. Equity Power Buffer ETF – September stock opened at $39.71 on Monday. The company’s 50 day moving average price is $39.50 and its 200 day moving average price is $38.86. The company has a market capitalization of $762.34 million, a price-to-earnings ratio of 24.15 and a beta of 0.60.
About Innovator U.S. Equity Power Buffer ETF – September
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.
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