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

Axxcess Wealth Management LLC acquired a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 18,086 shares of the company’s stock, valued at approximately $587,000. Axxcess Wealth Management LLC owned 0.11% of Innovator U.S. Equity 10 Buffer ETF – Quarterly as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wealthquest Corp grew its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 9.5% during the 4th quarter. Wealthquest Corp now owns 3,103,032 shares of the company’s stock worth $101,066,000 after purchasing an additional 269,403 shares during the period. Raymond James Financial Inc. raised its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 58.0% in the 2nd quarter. Raymond James Financial Inc. now owns 655,353 shares of the company’s stock valued at $20,185,000 after buying an additional 240,537 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors acquired a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the fourth quarter valued at about $6,674,000. Captrust Financial Advisors lifted its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 21.4% in the third quarter. Captrust Financial Advisors now owns 897,311 shares of the company’s stock valued at $28,606,000 after buying an additional 157,948 shares during the last quarter. Finally, MML Investors Services LLC lifted its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 109.1% in the fourth quarter. MML Investors Services LLC now owns 258,554 shares of the company’s stock valued at $8,421,000 after buying an additional 134,876 shares during the last quarter.

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

Shares of ZALT opened at $34.00 on Friday. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 1-year low of $30.89 and a 1-year high of $34.01. The stock has a market cap of $538.22 million, a PE ratio of 24.29 and a beta of 0.29. The firm has a 50-day simple moving average of $33.73 and a two-hundred day simple moving average of $33.12.

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