Wealthquest Corp Has $101.07 Million Holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT

Wealthquest Corp boosted its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 9.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,103,032 shares of the company’s stock after purchasing an additional 269,403 shares during the period. Innovator U.S. Equity 10 Buffer ETF – Quarterly makes up approximately 7.6% of Wealthquest Corp’s investment portfolio, making the stock its 3rd biggest holding. Wealthquest Corp owned approximately 0.20% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $101,066,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Diversify Advisory Services LLC bought a new stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the third quarter worth about $587,000. CRA Financial Services LLC lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 4.3% in the fourth quarter. CRA Financial Services LLC now owns 396,346 shares of the company’s stock worth $12,909,000 after purchasing an additional 16,395 shares during the last quarter. PTM Wealth Management LLC lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 6.1% in the fourth quarter. PTM Wealth Management LLC now owns 276,559 shares of the company’s stock worth $9,019,000 after purchasing an additional 15,813 shares during the last quarter. Foundations Investment Advisors LLC lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 12.1% in the third quarter. Foundations Investment Advisors LLC now owns 162,189 shares of the company’s stock worth $5,171,000 after purchasing an additional 17,495 shares during the last quarter. Finally, Brookstone Capital Management lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 32.9% in the fourth quarter. Brookstone Capital Management now owns 179,756 shares of the company’s stock worth $5,855,000 after purchasing an additional 44,488 shares during the last quarter.

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

Innovator U.S. Equity 10 Buffer ETF – Quarterly stock opened at $33.67 on Monday. The company has a 50 day moving average price of $33.08 and a 200-day moving average price of $32.75. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a fifty-two week low of $30.22 and a fifty-two week high of $33.70. The company has a market capitalization of $533.00 million, a PE ratio of 24.29 and a beta of 0.29.

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.