Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT Position Decreased by Wealthquest Corp

Wealthquest Corp decreased its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 14.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,833,629 shares of the company’s stock after selling 485,828 shares during the quarter. Innovator U.S. Equity 10 Buffer ETF – Quarterly accounts for approximately 7.2% of Wealthquest Corp’s portfolio, making the stock its 3rd largest position. Wealthquest Corp owned about 17.90% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $90,336,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Belpointe Asset Management LLC increased its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 13.1% in the second quarter. Belpointe Asset Management LLC now owns 8,527 shares of the company’s stock valued at $263,000 after acquiring an additional 986 shares during the last quarter. Truist Financial Corp boosted its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 1.4% in the 2nd quarter. Truist Financial Corp now owns 61,471 shares of the company’s stock worth $1,893,000 after purchasing an additional 824 shares in the last quarter. CreativeOne Wealth LLC purchased a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly in the 2nd quarter worth about $388,000. Schulz Wealth LTD. bought a new position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly during the 3rd quarter valued at about $1,373,000. Finally, CRA Financial Services LLC raised its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 21.2% during the 3rd quarter. CRA Financial Services LLC now owns 379,951 shares of the company’s stock valued at $12,113,000 after buying an additional 66,349 shares in the last quarter.

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

BATS:ZALT opened at $32.84 on Friday. The business has a 50 day moving average of $32.65 and a 200 day moving average of $32.07. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 1-year low of $27.45 and a 1-year high of $31.22. The company has a market capitalization of $519.84 million, a price-to-earnings ratio of 24.29 and a beta of 0.29.

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.