ATX Financial Planning LLC Cuts Position in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

ATX Financial Planning LLC lowered its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 58.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,474 shares of the company’s stock after selling 14,981 shares during the quarter. ATX Financial Planning LLC’s holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly were worth $340,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Farther Finance Advisors LLC boosted its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 250.6% during the fourth quarter. Farther Finance Advisors LLC now owns 1,476 shares of the company’s stock worth $48,000 after buying an additional 1,055 shares in the last quarter. Blue Trust Inc. acquired a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly during the first quarter worth about $87,000. IFP Advisors Inc increased its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 30.6% in the third quarter. IFP Advisors Inc now owns 4,227 shares of the company’s stock valued at $135,000 after buying an additional 990 shares in the last quarter. Capital Investment Advisory Services LLC purchased a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the fourth quarter valued at about $178,000. Finally, IHT Wealth Management LLC acquired a new stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly during the 4th quarter valued at approximately $200,000.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Price Performance

Shares of BATS:ZALT opened at $34.00 on Friday. The firm has a market capitalization of $538.22 million, a price-to-earnings ratio of 24.29 and a beta of 0.29. The business’s 50 day simple moving average is $33.73 and its 200-day simple moving average is $33.12. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 12 month low of $30.89 and a 12 month high of $34.01.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Profile

The Innovator U.S. Equity 10 Buffer ETF – Quarterly (ZALT) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to participate in the price movement of the SPDR S&P 500 ETF (ticker: SPY), up to a cap while buffering the first 10% decline. The fund resets its buffer and cap levels every three months ZALT was launched on Sep 30, 2023 and is issued by Innovator.