Diversify Wealth Management LLC Buys Shares of 22,450 Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

Diversify Wealth Management LLC purchased a new stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 22,450 shares of the company’s stock, valued at approximately $749,000. Diversify Wealth Management LLC owned 0.14% of Innovator U.S. Equity 10 Buffer ETF – Quarterly as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ZALT. Sugar Maple Asset Management LLC boosted its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 0.8% in the 4th quarter. Sugar Maple Asset Management LLC now owns 43,545 shares of the company’s stock valued at $1,418,000 after purchasing an additional 345 shares during the period. Steward Partners Investment Advisory LLC boosted its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 6.2% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 8,047 shares of the company’s stock worth $262,000 after purchasing an additional 469 shares in the last quarter. Vantage Financial Partners LLC boosted its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 2.7% in the 4th quarter. Vantage Financial Partners LLC now owns 22,389 shares of the company’s stock worth $729,000 after purchasing an additional 587 shares in the last quarter. Comprehensive Financial Consultants Institutional Inc. boosted its stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 0.6% in the 4th quarter. Comprehensive Financial Consultants Institutional Inc. now owns 128,118 shares of the company’s stock valued at $4,173,000 after purchasing an additional 763 shares in the last quarter. Finally, Vantage Point Financial LLC boosted its stake in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 9.6% in the 4th quarter. Vantage Point Financial LLC now owns 9,204 shares of the company’s stock valued at $300,000 after purchasing an additional 809 shares in the last quarter.

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

Shares of ZALT stock opened at $34.01 on Friday. The business has a 50-day moving average of $33.78 and a 200 day moving average of $33.17. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 1-year low of $30.97 and a 1-year high of $34.09. The stock has a market capitalization of $538.38 million, a PE ratio of 24.29 and a beta of 0.29.

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.