Cypress Financial Planning LLC Sells 848 Shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)

Cypress Financial Planning LLC lowered its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) by 3.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,871 shares of the company’s stock after selling 848 shares during the period. Innovator U.S. Equity Power Buffer ETF – September makes up 0.4% of Cypress Financial Planning LLC’s investment portfolio, making the stock its 25th largest holding. Cypress Financial Planning LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – September were worth $1,011,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of PSEP. PCA Investment Advisory Services Inc. boosted its holdings in Innovator U.S. Equity Power Buffer ETF – September by 7.7% in the 4th quarter. PCA Investment Advisory Services Inc. now owns 6,888 shares of the company’s stock worth $269,000 after buying an additional 495 shares during the period. Miracle Mile Advisors LLC boosted its holdings in Innovator U.S. Equity Power Buffer ETF – September by 9.4% during the 4th quarter. Miracle Mile Advisors LLC now owns 12,244 shares of the company’s stock valued at $479,000 after acquiring an additional 1,055 shares during the period. Brookstone Capital Management lifted its holdings in Innovator U.S. Equity Power Buffer ETF – September by 11.8% during the 4th quarter. Brookstone Capital Management now owns 894,965 shares of the company’s stock valued at $34,980,000 after buying an additional 94,299 shares in the last quarter. JPMorgan Chase & Co. acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – September in the 3rd quarter worth $82,000. Finally, SMART Wealth LLC acquired a new position in shares of Innovator U.S. Equity Power Buffer ETF – September during the third quarter valued at about $2,103,000.

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

Shares of PSEP stock opened at $38.96 on Tuesday. The stock has a 50-day moving average price of $39.23 and a two-hundred day moving average price of $38.43. The stock has a market cap of $748.03 million, a price-to-earnings ratio of 24.15 and a beta of 0.60.

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

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.