Allworth Financial LP Reduces Stock Holdings in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP)

Allworth Financial LP decreased its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) by 5.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,804 shares of the company’s stock after selling 720 shares during the quarter. Allworth Financial LP owned about 0.69% of Innovator U.S. Equity Ultra Buffer ETF – September worth $459,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Accurate Wealth Management LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – September by 5.6% during the 4th quarter. Accurate Wealth Management LLC now owns 8,286 shares of the company’s stock valued at $292,000 after acquiring an additional 437 shares during the period. Continuum Advisory LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – September by 5.9% during the 3rd quarter. Continuum Advisory LLC now owns 13,378 shares of the company’s stock valued at $471,000 after acquiring an additional 741 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – September by 19.1% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 11,230 shares of the company’s stock valued at $390,000 after acquiring an additional 1,800 shares during the period. Reston Wealth Management LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – September during the 3rd quarter valued at $93,000. Finally, Truvestments Capital LLC bought a new stake in Innovator U.S. Equity Ultra Buffer ETF – September during the 3rd quarter valued at $151,000.

Innovator U.S. Equity Ultra Buffer ETF – September Price Performance

Shares of USEP stock opened at $36.00 on Friday. The company has a market cap of $66.61 million, a PE ratio of 24.57 and a beta of 0.55. The firm’s 50-day simple moving average is $35.57 and its two-hundred day simple moving average is $34.98.

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

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.