Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT is Wealthquest Corp’s 3rd Largest Position

Wealthquest Corp grew its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 9.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,103,032 shares of the company’s stock after purchasing an additional 269,403 shares during the period. Innovator U.S. Equity 10 Buffer ETF – Quarterly makes up approximately 7.6% of Wealthquest Corp’s investment portfolio, making the stock its 3rd biggest position. Wealthquest Corp owned 19.60% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $101,066,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Caitlin John LLC purchased a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the third quarter worth about $38,000. Farther Finance Advisors LLC grew its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 250.6% in the fourth quarter. Farther Finance Advisors LLC now owns 1,476 shares of the company’s stock worth $48,000 after acquiring an additional 1,055 shares in the last quarter. IFP Advisors Inc grew its position 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 worth $135,000 after acquiring 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 worth about $178,000. Finally, Mercer Global Advisors Inc. ADV purchased a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the third quarter worth about $214,000.

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

ZALT opened at $33.67 on Monday. The firm has a market cap of $533.00 million, a P/E ratio of 24.29 and a beta of 0.29. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 12 month low of $30.22 and a 12 month high of $33.70. The stock has a 50-day moving average of $33.08 and a 200 day moving average of $32.75.

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.