Schulz Wealth LTD. Acquires New Position in Innovator U.S. Small Cap Power Buffer ETF – September $KSEP

Schulz Wealth LTD. bought a new position in Innovator U.S. Small Cap Power Buffer ETF – September (BATS:KSEP) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 121,446 shares of the company’s stock, valued at approximately $3,746,000. Innovator U.S. Small Cap Power Buffer ETF – September makes up about 2.0% of Schulz Wealth LTD.’s holdings, making the stock its 14th biggest position. Schulz Wealth LTD. owned approximately 24.29% of Innovator U.S. Small Cap Power Buffer ETF – September as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Atlantic Private Wealth LLC purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – September during the second quarter worth approximately $62,000. Guardian Wealth Advisors LLC NC bought a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – September in the 2nd quarter worth approximately $349,000. Kestra Advisory Services LLC boosted its stake in shares of Innovator U.S. Small Cap Power Buffer ETF – September by 6.1% in the 1st quarter. Kestra Advisory Services LLC now owns 58,847 shares of the company’s stock valued at $1,660,000 after purchasing an additional 3,397 shares in the last quarter. Visionary Wealth Advisors purchased a new stake in shares of Innovator U.S. Small Cap Power Buffer ETF – September in the 4th quarter valued at $214,000. Finally, HRT Financial LP bought a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – September during the 4th quarter valued at $704,000.

Innovator U.S. Small Cap Power Buffer ETF – September Stock Performance

Shares of BATS:KSEP opened at $31.48 on Monday. The company’s fifty day moving average is $31.09 and its 200 day moving average is $30.01. Innovator U.S. Small Cap Power Buffer ETF – September has a 52 week low of $26.65 and a 52 week high of $31.51.

Innovator U.S. Small Cap Power Buffer ETF – September Profile

The Innovator U.S. Small Cap Power Buffer ETF – September (KSEP) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in the price movement of the iShares Russell 2000 ETF, up to a predetermined cap, while buffering the first 15% of losses over a one-year period. The fund is actively managed, using FLEX options and collateral to provide exposure. KSEP was launched on Aug 31, 2024 and is issued by Innovator.