Summit Wealth Partners LLC Makes New Investment in Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT
by Tristan Rich · The Markets DailySummit Wealth Partners LLC acquired a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor acquired 15,923 shares of the company’s stock, valued at approximately $517,000.
Several other hedge funds have also recently made changes to their positions in ZALT. Raymond James Financial Inc. lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 58.0% in the second quarter. Raymond James Financial Inc. now owns 655,353 shares of the company’s stock worth $20,185,000 after acquiring an additional 240,537 shares during the period. Ausdal Financial Partners Inc. increased its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 152.7% during the 2nd quarter. Ausdal Financial Partners Inc. now owns 48,680 shares of the company’s stock valued at $1,499,000 after purchasing an additional 29,414 shares during the period. Jane Street Group LLC bought a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the 2nd quarter worth $808,000. Orion Porfolio Solutions LLC bought a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the 2nd quarter worth $906,000. Finally, Sugar Maple Asset Management LLC lifted its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 8.0% in the 2nd quarter. Sugar Maple Asset Management LLC now owns 30,000 shares of the company’s stock worth $924,000 after purchasing an additional 2,226 shares during the period.
Innovator U.S. Equity 10 Buffer ETF – Quarterly Trading Down 0.1%
Shares of ZALT opened at $33.80 on Tuesday. The firm’s 50-day moving average price is $33.58 and its 200-day moving average price is $32.99. The firm has a market capitalization of $535.05 million, a price-to-earnings ratio of 24.29 and a beta of 0.29. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 1-year low of $30.69 and a 1-year high of $33.86.
About Innovator U.S. Equity 10 Buffer ETF – Quarterly
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.
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Want to see what other hedge funds are holding ZALT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT – Free Report).