Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) Stock Holdings Decreased by Berger Financial Group Inc

Berger Financial Group Inc reduced its position in Innovator U.S. Equity Ultra Buffer ETF – September (BATS:USEP) by 9.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,110 shares of the company’s stock after selling 3,368 shares during the period. Berger Financial Group Inc owned about 1.79% of Innovator U.S. Equity Ultra Buffer ETF – September worth $1,165,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Miller Financial Services LLC purchased a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – September in the fourth quarter worth approximately $219,000. Foundations Investment Advisors LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – September during the fourth quarter valued at approximately $255,000. Accurate Wealth Management LLC grew its position in Innovator U.S. Equity Ultra Buffer ETF – September by 5.6% during the fourth quarter. Accurate Wealth Management LLC now owns 8,286 shares of the company’s stock valued at $292,000 after purchasing an additional 437 shares in the last quarter. Riverchase Wealth Management LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – September during the fourth quarter valued at approximately $322,000. Finally, AlphaStar Capital Management LLC purchased a new position in Innovator U.S. Equity Ultra Buffer ETF – September during the fourth quarter valued at approximately $330,000.

Innovator U.S. Equity Ultra Buffer ETF – September Stock Performance

Shares of USEP opened at $34.12 on Monday. The company’s 50 day moving average price is $34.37 and its 200 day moving average price is $35.00. Innovator U.S. Equity Ultra Buffer ETF – September has a 52 week low of $32.42 and a 52 week high of $36.05. The company has a market capitalization of $129.66 million, a PE ratio of 24.18 and a beta of 0.40.

Innovator U.S. Equity Ultra Buffer ETF – September Profile

The Innovator S&P 500 Ultra Buffer ETF – September (USEP) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. USEP was launched on Sep 3, 2019 and is managed by Innovator.