Atria Investments Inc bought a new stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 10,849 shares of the company’s stock, valued at approximately $317,000. Atria Investments Inc owned approximately 0.28% of Innovator U.S. Equity 10 Buffer ETF – Quarterly as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Oliver Lagore Vanvalin Investment Group increased its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 37.5% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 5,449 shares of the company’s stock worth $154,000 after buying an additional 1,487 shares during the last quarter. Comprehensive Financial Consultants Institutional Inc. raised its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 1.6% in the third quarter. Comprehensive Financial Consultants Institutional Inc. now owns 106,656 shares of the company’s stock valued at $3,120,000 after purchasing an additional 1,683 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 21.5% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 9,814 shares of the company’s stock valued at $278,000 after purchasing an additional 1,735 shares during the period. Brookstone Capital Management lifted its stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 11.9% in the 2nd quarter. Brookstone Capital Management now owns 47,973 shares of the company’s stock valued at $1,372,000 after purchasing an additional 5,102 shares during the last quarter. Finally, Harbour Investments Inc. grew its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 129.1% during the 2nd quarter. Harbour Investments Inc. now owns 9,501 shares of the company’s stock worth $269,000 after purchasing an additional 5,354 shares during the period.
Innovator U.S. Equity 10 Buffer ETF – Quarterly Stock Performance
Shares of ZALT opened at $29.80 on Friday. The firm has a 50-day moving average of $29.39 and a 200-day moving average of $28.63.
About Innovator U.S. Equity 10 Buffer ETF – Quarterly
The Innovator U.S. Equity 10 Buffer ETF – Quarterly (ZALT) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to participate in the price movement of the SPDR S&P 500 ETF (ticker: SPY), up to a cap while buffering the first 10% decline. The fund resets its buffer and cap levels every three months ZALT was launched on Sep 30, 2023 and is issued by Innovator.
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