Cypress Financial Planning LLC Has $1.01 Million Stock Holdings in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)

Cypress Financial Planning LLC reduced its stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) by 3.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,871 shares of the company’s stock after selling 848 shares during the period. Innovator U.S. Equity Power Buffer ETF – September accounts for approximately 0.4% of Cypress Financial Planning LLC’s investment portfolio, making the stock its 25th biggest position. Cypress Financial Planning LLC owned approximately 0.13% of Innovator U.S. Equity Power Buffer ETF – September worth $1,011,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in PSEP. Bank of Montreal Can acquired a new stake in Innovator U.S. Equity Power Buffer ETF – September in the second quarter worth $550,000. Lakeridge Wealth Management LLC purchased a new stake in Innovator U.S. Equity Power Buffer ETF – September in the 3rd quarter valued at about $244,000. Miracle Mile Advisors LLC bought a new position in shares of Innovator U.S. Equity Power Buffer ETF – September during the 3rd quarter worth approximately $431,000. Dynamic Advisor Solutions LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – September in the third quarter worth $226,000. Finally, Sugarloaf Wealth Management LLC boosted its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September by 18.8% in the 3rd quarter. Sugarloaf Wealth Management LLC now owns 27,978 shares of the company’s stock worth $1,078,000 after buying an additional 4,423 shares during the last quarter.

Innovator U.S. Equity Power Buffer ETF – September Trading Up 0.1 %

Shares of BATS PSEP opened at $38.96 on Tuesday. The firm’s fifty day moving average price is $39.23 and its two-hundred day moving average price is $38.43. The company has a market capitalization of $748.03 million, a price-to-earnings ratio of 24.15 and a beta of 0.60.

Innovator U.S. Equity Power Buffer ETF – September Profile

The Innovator S&P 500 Power Buffer ETF – September (PSEP) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. PSEP was launched on Sep 3, 2019 and is managed by Innovator.