ETFs

Daymark Wealth Partners LLC Acquires 6,671 Shares in Innovator U.S. Equity Buffer ETF - September (BATS:BSEP)

Published October 12, 2024

In a recent filing with the Securities and Exchange Commission, Daymark Wealth Partners LLC revealed that it has purchased a total of 6,671 shares in the Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) during the third quarter of the year. This substantial acquisition is valued at approximately $281,000, representing about 0.17% of the ETF as per the latest disclosures.

Other institutional investors have also shown interest in Innovator U.S. Equity Buffer ETF – September. For instance, Triad Wealth Partners LLC made a new investment in the second quarter, acquiring shares worth around $35,000. Additionally, Chris Bulman Inc. has purchased $61,000 worth of shares, while Ashton Thomas Private Wealth LLC expanded its stake in the same quarter, investing $85,000. Notably, Kathmere Capital Management LLC increased its holdings by 25.3%, now owning 8,358 shares valued at $340,000 after an acquisition of 1,689 shares. Moreover, Secure Asset Management LLC raised its position by 8.1% during the second quarter, bringing its total to 9,280 shares worth $377,000 after an additional purchase of 696 shares.

Current Trading Performance of Innovator U.S. Equity Buffer ETF - September

As of recently, the shares of Innovator U.S. Equity Buffer ETF – September opened at $42.33. This ETF has achieved a market capitalization of approximately $162.12 million, with a price-to-earnings ratio of 24.71 and a beta value of 0.76, indicating lower volatility compared to the broader market. When looking at its moving averages, the 50-day average stands at $41.35, while the 200-day average is at $40.38, which helps in assessing its recent performance trends.

Overview of Innovator U.S. Equity Buffer ETF - September

The Innovator U.S. Equity Buffer ETF – September (BSEP) is designed to offer specific levels of buffered losses and capped gains tied to the S&P 500 Price Return index over a defined holding period. Launched on September 3, 2019, the ETF is actively managed, holding a mix of options and collateral aimed at achieving its investment objectives.

Additional Information

Investors looking to understand more about the holdings in BSEP are encouraged to check for the latest 13F filings and insider trades, which provide insights into institutional investments. Furthermore, keeping abreast of market trends and expert recommendations can guide informed decisions in this area.

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