Concurrent Investment Advisors LLC Makes New $1.57 Million Investment in Innovator U.S. Equity Ultra Buffer ETF – September $USEP

Concurrent Investment Advisors LLC acquired a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 38,015 shares of the company’s stock, valued at approximately $1,571,000.

Several other hedge funds have also made changes to their positions in the business. KFG Wealth Management LLC increased its stake in Innovator U.S. Equity Ultra Buffer ETF – September by 51.6% in the second quarter. KFG Wealth Management LLC now owns 132,109 shares of the company’s stock valued at $5,794,000 after purchasing an additional 44,992 shares during the last quarter. WorthPointe LLC lifted its position in Innovator U.S. Equity Ultra Buffer ETF – September by 95.9% during the second quarter. WorthPointe LLC now owns 10,376 shares of the company’s stock worth $453,000 after buying an additional 5,080 shares during the period. Continuum Advisory LLC lifted its position in Innovator U.S. Equity Ultra Buffer ETF – September by 243.1% during the second quarter. Continuum Advisory LLC now owns 36,429 shares of the company’s stock worth $1,651,000 after buying an additional 25,810 shares during the period. Orion Capital Management LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – September in the 2nd quarter worth about $393,000. Finally, Beacon Financial Advisory LLC acquired a new stake in Innovator U.S. Equity Ultra Buffer ETF – September in the 2nd quarter worth about $2,097,000.

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

USEP opened at $41.92 on Thursday. The stock has a market capitalization of $152.17 million, a price-to-earnings ratio of 24.18 and a beta of 0.40. The business has a 50-day moving average of $41.76 and a two-hundred day moving average of $40.73. Innovator U.S. Equity Ultra Buffer ETF – September has a 12 month low of $38.06 and a 12 month high of $42.26.

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.