KFG Wealth Management LLC Has $3.08 Million Stock Holdings in Innovator Equity Defined Protection ETF – 1 Yr September $ZSEP

KFG Wealth Management LLC boosted its holdings in shares of Innovator Equity Defined Protection ETF – 1 Yr September (NYSEARCA:ZSEP) by 29.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 116,356 shares of the company’s stock after buying an additional 26,792 shares during the quarter. KFG Wealth Management LLC’s holdings in Innovator Equity Defined Protection ETF – 1 Yr September were worth $3,082,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. HFG Wealth Management LLC raised its stake in Innovator Equity Defined Protection ETF – 1 Yr September by 7.0% in the 2nd quarter. HFG Wealth Management LLC now owns 8,667 shares of the company’s stock valued at $216,000 after acquiring an additional 570 shares during the period. Capital Analysts LLC acquired a new position in shares of Innovator Equity Defined Protection ETF – 1 Yr September in the first quarter valued at $25,000. Brookstone Capital Management increased its holdings in shares of Innovator Equity Defined Protection ETF – 1 Yr September by 6.8% in the second quarter. Brookstone Capital Management now owns 24,585 shares of the company’s stock valued at $636,000 after purchasing an additional 1,572 shares during the last quarter. Evolution Wealth Management Inc. bought a new position in shares of Innovator Equity Defined Protection ETF – 1 Yr September in the second quarter valued at about $56,000. Finally, Raymond James Financial Inc. acquired a new stake in shares of Innovator Equity Defined Protection ETF – 1 Yr September during the 2nd quarter worth about $219,000.

Innovator Equity Defined Protection ETF – 1 Yr September Stock Down 0.2%

Shares of ZSEP stock opened at $26.68 on Wednesday. Innovator Equity Defined Protection ETF – 1 Yr September has a 52 week low of $24.29 and a 52 week high of $26.75. The company has a 50-day simple moving average of $26.59 and a 200 day simple moving average of $26.27.

Innovator Equity Defined Protection ETF – 1 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.