Innovator Equity Defined Protection ETF1 Yr September $ZSEP Stock: KFG Wealth Management LLC Raises Stake

KFG Wealth Management LLC lifted its holdings in shares of Innovator Equity Defined Protection ETF1 Yr September (BATS:ZSEP) by 20.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 150,092 shares of the company’s stock after purchasing an additional 25,066 shares during the quarter. KFG Wealth Management LLC owned 0.05% of Innovator Equity Defined Protection ETF1 Yr September worth $4,179,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of ZSEP. GHP Investment Advisors Inc. bought a new position in shares of Innovator Equity Defined Protection ETF1 Yr September in the first quarter worth approximately $29,000. CoreCap Advisors LLC raised its stake in Innovator Equity Defined Protection ETF1 Yr September by 90.0% in the third quarter. CoreCap Advisors LLC now owns 2,628 shares of the company’s stock valued at $73,000 after purchasing an additional 1,245 shares in the last quarter. Grove Bank & Trust bought a new stake in Innovator Equity Defined Protection ETF1 Yr September during the third quarter valued at approximately $100,000. Triumph Capital Management lifted its position in Innovator Equity Defined Protection ETF1 Yr September by 359.4% during the third quarter. Triumph Capital Management now owns 4,594 shares of the company’s stock valued at $128,000 after purchasing an additional 3,594 shares during the last quarter. Finally, Continuum Advisory LLC bought a new stake in Innovator Equity Defined Protection ETF1 Yr September during the second quarter valued at approximately $146,000.

Innovator Equity Defined Protection ETF1 Yr September Price Performance

ZSEP stock traded down $0.08 during midday trading on Friday, reaching $27.93. The company had a trading volume of 30,537 shares, compared to its average volume of 48,536. The firm has a 50-day moving average price of $27.87 and a 200-day moving average price of $27.56. Innovator Equity Defined Protection ETF1 Yr September has a 1 year low of $26.42 and a 1 year high of $28.10.

Innovator Equity Defined Protection ETF1 Yr September Company Profile

The Innovator 1 Yr September (ZSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), to a cap, with 100% downside hedge over a one year outcome period. The actively managed fund holds FLEX options to obtain exposure ZSEP was launched on Aug 31, 2024 and is issued by Innovator.