Triad Wealth Partners LLC Has $3.55 Million Holdings in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly $EALT

Triad Wealth Partners LLC raised its holdings in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT) by 65.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 105,730 shares of the company’s stock after buying an additional 41,748 shares during the period. Triad Wealth Partners LLC owned about 2.76% of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly worth $3,551,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Advisory Services Network LLC bought a new position in shares of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly during the 3rd quarter worth approximately $123,000. IFP Advisors Inc increased its holdings in shares of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly by 42.0% during the 3rd quarter. IFP Advisors Inc now owns 3,723 shares of the company’s stock worth $129,000 after acquiring an additional 1,102 shares during the last quarter. Wheelhouse Advisory Group LLC bought a new stake in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly in the 4th quarter valued at $212,000. Vantage Point Financial LLC bought a new stake in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly in the 4th quarter valued at $223,000. Finally, Claro Advisors LLC acquired a new stake in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly during the 3rd quarter valued at $224,000.

Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly Price Performance

Shares of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly stock opened at $35.75 on Friday. The business has a fifty day simple moving average of $35.34 and a two-hundred day simple moving average of $35.26. Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly has a 1 year low of $32.25 and a 1 year high of $36.15. The company has a market capitalization of $136.92 million, a price-to-earnings ratio of 24.37 and a beta of 0.63.

Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly Profile

The Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (EALT) 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 5-15% decline. The fund resets its buffer and cap levels every three months EALT was launched on Sep 30, 2023 and is issued by Innovator.