Daymark Wealth Partners LLC Acquires Stake in Innovator U.S. Equity Buffer ETF – September

On October 12, 2024, it was reported that Daymark Wealth Partners LLC has made a significant investment in the Innovator U.S. Equity Buffer ETF – September (BATS:BSEP). In the third quarter of the year, Daymark Wealth Partners LLC acquired a total of 6,671 shares of this ETF, which is valued at approximately $281,000. This purchase reflects that Daymark now holds about 0.17% of the ETF according to their latest filing with the Securities and Exchange Commission (SEC).

In addition to Daymark's investment, various other hedge funds have also been actively adjusting their positions in Innovator U.S. Equity Buffer ETF – September recently. For instance, Triad Wealth Partners LLC initiated a new stake worth around $35,000 during the second quarter. Chris Bulman Inc and Ashton Thomas Private Wealth LLC also acquired new positions in the same quarter, with investments totaling $61,000 and $85,000, respectively. Kathmere Capital Management LLC increased its stake by 25.3% during the second quarter and now owns 8,358 shares valued at $340,000 after purchasing an additional 1,689 shares. Secure Asset Management LLC has also raised its holdings in the ETF by 8.1%, bringing their total to 9,280 shares, valued at $377,000 after acquiring 696 additional shares recently.

Current Performance of Innovator U.S. Equity Buffer ETF – September

As of the latest trading session, shares of Innovator U.S. Equity Buffer ETF – September opened at a price of $42.33. The fund maintains a market capitalization of approximately $162.12 million. It features a price-to-earnings ratio of 24.71 and a beta of 0.76, indicating its volatility relative to the market. The 50-day moving average for the ETF stands at $41.35, while its 200-day moving average is $40.38.

About Innovator U.S. Equity Buffer ETF – September

The Innovator S&P 500 Buffer ETF – September, which trades under the ticker BSEP, is designed to track the S&P 500 Price Return index. This exchange-traded fund aims to provide specific buffered losses and capped gains based on the performance of the S&P 500 over a designated holding period. The actively managed fund employs options and collateral to achieve its investment goals. BSEP was launched on September 3, 2019, and is managed by Innovator.

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