SageView Advisory Group LLC Boosts Stock Holdings in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP)

SageView Advisory Group LLC raised its holdings in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) by 93.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,237 shares of the company’s stock after purchasing an additional 29,078 shares during the quarter. SageView Advisory Group LLC owned 3.26% of Innovator U.S. Equity Ultra Buffer ETF – September worth $2,120,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in USEP. Accurate Wealth Management LLC boosted its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 5.6% in the fourth quarter. Accurate Wealth Management LLC now owns 8,286 shares of the company’s stock valued at $292,000 after buying an additional 437 shares in the last quarter. Harbour Investments Inc. lifted its holdings in Innovator U.S. Equity Ultra Buffer ETF – September by 4.9% in the fourth quarter. Harbour Investments Inc. now owns 14,595 shares of the company’s stock valued at $514,000 after acquiring an additional 676 shares during the period. Commonwealth Equity Services LLC boosted its position in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 1.3% during the 4th quarter. Commonwealth Equity Services LLC now owns 60,906 shares of the company’s stock worth $2,144,000 after purchasing an additional 772 shares in the last quarter. Envestnet Asset Management Inc. grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 1.7% during the 4th quarter. Envestnet Asset Management Inc. now owns 132,979 shares of the company’s stock worth $4,680,000 after purchasing an additional 2,195 shares during the period. Finally, Miller Financial Services LLC purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the 4th quarter valued at about $219,000.

Innovator U.S. Equity Ultra Buffer ETF – September Trading Down 5.9 %

USEP stock opened at $33.70 on Friday. The company’s 50-day moving average price is $34.82 and its 200 day moving average price is $35.07. Innovator U.S. Equity Ultra Buffer ETF – September has a 52 week low of $32.18 and a 52 week high of $36.05. The company has a market cap of $125.69 million, a P/E ratio of 25.72 and a beta of 0.39.

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