Concurrent Investment Advisors LLC Acquires New Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Concurrent Investment Advisors LLC acquired a new stake in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 52,067 shares of the company’s stock, valued at approximately $2,234,000. Concurrent Investment Advisors LLC owned approximately 1.36% of Innovator U.S. Equity Buffer ETF – September as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. acquired a new position in shares of Innovator U.S. Equity Buffer ETF – September in the third quarter valued at approximately $43,000. Continuum Advisory LLC grew its holdings in shares of Innovator U.S. Equity Buffer ETF – September by 676.4% in the third quarter. Continuum Advisory LLC now owns 1,778 shares of the company’s stock valued at $77,000 after purchasing an additional 1,549 shares in the last quarter. Global Trust Asset Management LLC acquired a new position in shares of Innovator U.S. Equity Buffer ETF – September in the third quarter valued at approximately $84,000. Reston Wealth Management LLC acquired a new position in shares of Innovator U.S. Equity Buffer ETF – September in the third quarter valued at approximately $104,000. Finally, Sugar Maple Asset Management LLC acquired a new position in shares of Innovator U.S. Equity Buffer ETF – September in the fourth quarter valued at approximately $182,000.

Innovator U.S. Equity Buffer ETF – September Stock Down 0.8 %

Shares of BSEP stock opened at $43.72 on Friday. The firm has a market capitalization of $167.43 million, a PE ratio of 24.71 and a beta of 0.76. The company has a fifty day simple moving average of $43.51 and a 200 day simple moving average of $42.61.

Innovator U.S. Equity Buffer ETF – September Profile

The Innovator S&P 500 Buffer ETF – September (BSEP) 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. BSEP was launched on Sep 3, 2019 and is managed by Innovator.