Axxcess Wealth Management LLC Buys New Position in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

Axxcess Wealth Management LLC purchased a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 18,086 shares of the company’s stock, valued at approximately $587,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of ZALT. Diversify Advisory Services LLC acquired a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly in the third quarter worth $587,000. PTM Wealth Management LLC lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 6.1% in the fourth quarter. PTM Wealth Management LLC now owns 276,559 shares of the company’s stock worth $9,019,000 after acquiring an additional 15,813 shares during the last quarter. CRA Financial Services LLC grew its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 4.3% during the 4th quarter. CRA Financial Services LLC now owns 396,346 shares of the company’s stock worth $12,909,000 after acquiring an additional 16,395 shares in the last quarter. Brookstone Capital Management increased its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 32.9% in the 4th quarter. Brookstone Capital Management now owns 179,756 shares of the company’s stock valued at $5,855,000 after purchasing an additional 44,488 shares during the last quarter. Finally, Sigma Planning Corp increased its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 18.3% in the 4th quarter. Sigma Planning Corp now owns 182,789 shares of the company’s stock valued at $5,953,000 after purchasing an additional 28,217 shares during the last quarter.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Trading Up 0.3%

Shares of ZALT opened at $34.00 on Friday. The firm has a market capitalization of $538.22 million, a price-to-earnings ratio of 24.29 and a beta of 0.29. The firm’s fifty day simple moving average is $33.73 and its 200-day simple moving average is $33.12. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a twelve month low of $30.89 and a twelve month high of $34.01.

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

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.