ATX Financial Planning LLC Purchases New Position in Innovator Uncapped Accelerated U.S. Equity ETF $XUSP

ATX Financial Planning LLC acquired a new position in Innovator Uncapped Accelerated U.S. Equity ETF (BATS:XUSP) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 87,731 shares of the company’s stock, valued at approximately $4,167,000. Innovator Uncapped Accelerated U.S. Equity ETF comprises approximately 3.2% of ATX Financial Planning LLC’s holdings, making the stock its 8th largest position. ATX Financial Planning LLC owned 0.09% of Innovator Uncapped Accelerated U.S. Equity ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Centaurus Financial Inc. bought a new stake in Innovator Uncapped Accelerated U.S. Equity ETF in the third quarter worth $183,000. Brookstone Capital Management bought a new position in Innovator Uncapped Accelerated U.S. Equity ETF during the fourth quarter valued at about $219,000. Maia Wealth LLC raised its holdings in Innovator Uncapped Accelerated U.S. Equity ETF by 32.4% during the third quarter. Maia Wealth LLC now owns 7,895 shares of the company’s stock valued at $377,000 after buying an additional 1,932 shares in the last quarter. Trek Financial LLC lifted its position in shares of Innovator Uncapped Accelerated U.S. Equity ETF by 2.7% in the fourth quarter. Trek Financial LLC now owns 9,732 shares of the company’s stock worth $462,000 after buying an additional 256 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new stake in shares of Innovator Uncapped Accelerated U.S. Equity ETF in the second quarter worth about $536,000.

Innovator Uncapped Accelerated U.S. Equity ETF Stock Performance

XUSP opened at $52.82 on Friday. Innovator Uncapped Accelerated U.S. Equity ETF has a twelve month low of $39.66 and a twelve month high of $54.13. The business has a 50 day moving average price of $51.10 and a 200 day moving average price of $48.51. The firm has a market cap of $48.86 million, a P/E ratio of 23.39 and a beta of 1.21.

Innovator Uncapped Accelerated U.S. Equity ETF Company Profile

The Innovator Uncapped Accelerated U.S. Equity ETF (XUSP) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to provide the potential to outperform the price return of the SPDR S&P 500 ETF (SPY), after achieving performance thresholds. The fund uses four, one-year FLEX Options packages with laddered 3-month expiration dates. XUSP was launched on Aug 11, 2022 and is managed by Innovator.