Legacy Advisors LLC Takes Position in Innovator U.S. Equity Ultra Buffer ETF – September $USEP

Legacy Advisors LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 31,935 shares of the company’s stock, valued at approximately $1,256,000.

Other large investors also recently modified their holdings of the company. Evolution Wealth Management Inc. bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the third quarter valued at about $51,000. Aptus Capital Advisors LLC bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the third quarter valued at about $134,000. DHJJ Financial Advisors Ltd. raised its position in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 230.7% in the third quarter. DHJJ Financial Advisors Ltd. now owns 3,935 shares of the company’s stock valued at $152,000 after purchasing an additional 2,745 shares during the period. IMG Wealth Management Inc. grew its stake in shares of Innovator U.S. Equity Ultra Buffer ETF – September by 1,306.2% in the third quarter. IMG Wealth Management Inc. now owns 5,020 shares of the company’s stock valued at $194,000 after acquiring an additional 4,663 shares in the last quarter. Finally, Plum Street Advisors LLC bought a new position in Innovator U.S. Equity Ultra Buffer ETF – September during the third quarter worth about $209,000.

Innovator U.S. Equity Ultra Buffer ETF – September Stock Performance

BATS:USEP opened at $40.28 on Tuesday. The firm has a market cap of $146.22 million, a price-to-earnings ratio of 24.18 and a beta of 0.40. Innovator U.S. Equity Ultra Buffer ETF – September has a 52 week low of $32.86 and a 52 week high of $40.34. The firm’s 50-day simple moving average is $39.29 and its 200 day simple moving average is $39.18.

About Innovator U.S. Equity Ultra Buffer ETF – September

The Innovator S&P 500 Ultra Buffer ETF – September (USEP) 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. USEP was launched on Sep 3, 2019 and is managed by Innovator.