Schulz Wealth LTD. Invests $999,000 in Innovator Equity Defined Protection ETF1 Yr September $ZSEP

Schulz Wealth LTD. purchased a new stake in shares of Innovator Equity Defined Protection ETF1 Yr September (BATS:ZSEP) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 36,262 shares of the company’s stock, valued at approximately $999,000. Schulz Wealth LTD. owned about 1.23% of Innovator Equity Defined Protection ETF1 Yr September as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in ZSEP. Triumph Capital Management bought a new stake in Innovator Equity Defined Protection ETF1 Yr September during the third quarter worth about $26,000. IFP Advisors Inc raised its stake in shares of Innovator Equity Defined Protection ETF1 Yr September by 149.4% in the third quarter. IFP Advisors Inc now owns 1,070 shares of the company’s stock valued at $28,000 after acquiring an additional 641 shares during the last quarter. GHP Investment Advisors Inc. bought a new position in shares of Innovator Equity Defined Protection ETF1 Yr September in the first quarter valued at approximately $29,000. Continuum Advisory LLC acquired a new position in shares of Innovator Equity Defined Protection ETF1 Yr September in the 2nd quarter worth approximately $146,000. Finally, Axxcess Wealth Management LLC acquired a new position in shares of Innovator Equity Defined Protection ETF1 Yr September in the 4th quarter worth approximately $201,000.

Innovator Equity Defined Protection ETF1 Yr September Stock Performance

BATS ZSEP opened at $27.90 on Monday. Innovator Equity Defined Protection ETF1 Yr September has a one year low of $26.33 and a one year high of $28.00. The stock’s 50 day simple moving average is $27.71 and its 200 day simple moving average is $27.34.

Innovator Equity Defined Protection ETF1 Yr September Profile

The Innovator 1 Yr September (ZSEP) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), to a cap, with 100% downside hedge over a one year outcome period. The actively managed fund holds FLEX options to obtain exposure ZSEP was launched on Aug 31, 2024 and is issued by Innovator.