Innovator U.S. Equity 10 Buffer ETF – Quarterly $ZALT is PTM Wealth Management LLC’s 8th Largest Position

PTM Wealth Management LLC grew its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 6.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 276,559 shares of the company’s stock after acquiring an additional 15,813 shares during the period. Innovator U.S. Equity 10 Buffer ETF – Quarterly comprises approximately 5.1% of PTM Wealth Management LLC’s investment portfolio, making the stock its 8th biggest position. PTM Wealth Management LLC owned approximately 1.75% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $9,019,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of ZALT. Sagespring Wealth Partners LLC grew its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 24.7% during the 4th quarter. Sagespring Wealth Partners LLC now owns 102,235 shares of the company’s stock valued at $3,330,000 after acquiring an additional 20,256 shares during the period. Arlington Capital Management Inc. acquired a new position in Innovator U.S. Equity 10 Buffer ETF – Quarterly in the 4th quarter worth about $240,000. IFP Advisors Inc boosted its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 30.6% during the third quarter. IFP Advisors Inc now owns 4,227 shares of the company’s stock worth $135,000 after purchasing an additional 990 shares in the last quarter. Centaurus Financial Inc. grew its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 6.3% in the third quarter. Centaurus Financial Inc. now owns 345,153 shares of the company’s stock valued at $11,003,000 after purchasing an additional 20,447 shares during the period. Finally, Captrust Financial Advisors grew its holdings in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 21.4% in the third quarter. Captrust Financial Advisors now owns 897,311 shares of the company’s stock valued at $28,606,000 after purchasing an additional 157,948 shares during the period.

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

Shares of ZALT stock opened at $32.49 on Tuesday. The company has a market cap of $514.32 million, a price-to-earnings ratio of 24.29 and a beta of 0.29. The stock has a 50 day simple moving average of $32.74 and a 200-day simple moving average of $32.37. Innovator U.S. Equity 10 Buffer ETF – Quarterly has a 1-year low of $27.45 and a 1-year high of $33.01.

Innovator U.S. Equity 10 Buffer ETF – Quarterly Profile

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.