Envestnet Asset Management Inc. Acquires New Shares in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT)

Envestnet Asset Management Inc. purchased a new stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 13,840 shares of the company’s stock, valued at approximately $412,000. Envestnet Asset Management Inc. owned about 0.36% of Innovator U.S. Equity 10 Buffer ETF – Quarterly at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brookstone Capital Management boosted its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 49.3% during the 4th quarter. Brookstone Capital Management now owns 64,555 shares of the company’s stock valued at $1,921,000 after acquiring an additional 21,319 shares during the period. Claro Advisors LLC boosted its stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 48.4% in the 4th quarter. Claro Advisors LLC now owns 40,260 shares of the company’s stock valued at $1,198,000 after buying an additional 13,135 shares during the period. Central Valley Advisors LLC acquired a new stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly in the 4th quarter valued at $11,751,000. Wealthquest Corp increased its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 43.9% in the 4th quarter. Wealthquest Corp now owns 3,290,594 shares of the company’s stock valued at $97,928,000 after acquiring an additional 1,004,182 shares during the last quarter. Finally, Sugar Maple Asset Management LLC purchased a new stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly during the 4th quarter worth approximately $436,000.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Stock Up 3.2 %

BATS:ZALT opened at $29.97 on Tuesday. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 52-week low of $27.32 and a 52-week high of $30.43. The stock’s 50 day moving average price is $29.46 and its 200 day moving average price is $29.79. The company has a market capitalization of $435.39 million, a PE ratio of 24.19 and a beta of 0.29.

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