WealthShield Partners LLC Lowers Stock Holdings in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

WealthShield Partners LLC lowered its stake in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) by 77.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 602 shares of the company’s stock after selling 2,100 shares during the quarter. WealthShield Partners LLC’s holdings in Innovator U.S. Equity Buffer ETF – September were worth $26,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Brookstone Capital Management grew its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 22.4% during the fourth quarter. Brookstone Capital Management now owns 487,623 shares of the company’s stock worth $20,920,000 after buying an additional 89,202 shares during the last quarter. Penserra Capital Management LLC grew its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 26.1% during the third quarter. Penserra Capital Management LLC now owns 309,289 shares of the company’s stock worth $13,028,000 after buying an additional 64,042 shares during the last quarter. WealthPlan Investment Management LLC purchased a new position in shares of Innovator U.S. Equity Buffer ETF – September during the third quarter worth about $7,611,000. Cerity Partners LLC grew its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 298.5% during the third quarter. Cerity Partners LLC now owns 164,309 shares of the company’s stock worth $6,921,000 after buying an additional 123,077 shares during the last quarter. Finally, Richard P Slaughter Associates Inc grew its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 20.4% during the fourth quarter. Richard P Slaughter Associates Inc now owns 149,655 shares of the company’s stock worth $6,420,000 after buying an additional 25,331 shares during the last quarter.

Innovator U.S. Equity Buffer ETF – September Stock Performance

BATS BSEP opened at $43.53 on Wednesday. The business’s 50-day moving average is $43.51 and its 200-day moving average is $42.69. The stock has a market capitalization of $166.72 million, a price-to-earnings ratio of 24.71 and a beta of 0.76.

Innovator U.S. Equity Buffer ETF – September Profile

The Innovator S&P 500 Buffer ETF – September (BSEP) 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. BSEP was launched on Sep 3, 2019 and is managed by Innovator.