ETFs

Daymark Wealth Partners LLC Acquires 6,671 Shares in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Published October 12, 2024

In a recent investment move, Daymark Wealth Partners LLC has reported the acquisition of 6,671 shares of the Innovator U.S. Equity Buffer ETF – September (BATS:BSEP). This acquisition took place during the third quarter, as per the latest filing with the Securities and Exchange Commission (SEC). The total value of this investment is estimated at around $281,000, which contributes to the firm holding approximately 0.17% of the ETF’s total shares.

Other institutional investors have also been active in the market regarding this ETF. For instance, during the second quarter, Triad Wealth Partners LLC made a new investment in Innovator U.S. Equity Buffer ETF – September, which was valued at approximately $35,000. Similarly, Chris Bulman Inc entered the market by acquiring shares worth $61,000 in the same period. Ashton Thomas Private Wealth LLC also made a move, purchasing shares worth $85,000. Furthermore, Kathmere Capital Management LLC increased its investment by 25.3%, adding 1,689 shares to its holdings, which now total 8,358 shares valued at about $340,000. Lastly, Secure Asset Management LLC boosted its stake by 8.1%, bringing its total to 9,280 shares valued at $377,000.

Current Performance of Innovator U.S. Equity Buffer ETF – September

As of the last trading session, shares of the Innovator U.S. Equity Buffer ETF – September opened at $42.33. This exchange-traded fund holds a market capitalization of approximately $162.12 million. The ETF has a price-to-earnings ratio of 24.71 and a beta of 0.76, indicating relatively lower volatility compared to the broader market. The 50-day moving average for this ETF stands at $41.35, while the 200-day moving average is at $40.38.

Understanding Innovator U.S. Equity Buffer ETF – September

The Innovator U.S. Equity Buffer ETF – September is managed by Innovator and was launched on September 3, 2019. This ETF tracks the S&P 500 Price Return Index and is designed to provide investors with specific buffered losses and capped gains based on the performance of the S&P 500 over a designated holding period. The actively-managed fund utilizes both options and collateral to meet its investment goals.

Additional Information

As the interest in the Innovator U.S. Equity Buffer ETF – September grows among institutional investors, many are keen to track its performance and the activities of larger hedge funds. To stay updated on the latest news and stock performance, one can refer to financial market news platforms.

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