Wealthquest Corp Purchases 1,004,182 Shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT)

Wealthquest Corp raised its position in Innovator U.S. Equity 10 Buffer ETF – Quarterly (BATS:ZALT) by 43.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,290,594 shares of the company’s stock after purchasing an additional 1,004,182 shares during the period. Innovator U.S. Equity 10 Buffer ETF – Quarterly accounts for 8.0% of Wealthquest Corp’s investment portfolio, making the stock its 3rd largest holding. Wealthquest Corp owned approximately 85.47% of Innovator U.S. Equity 10 Buffer ETF – Quarterly worth $97,928,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of ZALT. Harbour Investments Inc. lifted its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 11.2% during the third quarter. Harbour Investments Inc. now owns 10,566 shares of the company’s stock worth $309,000 after purchasing an additional 1,065 shares during the last quarter. Oliver Lagore Vanvalin Investment Group lifted its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 37.5% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 5,449 shares of the company’s stock worth $154,000 after buying an additional 1,487 shares during the last quarter. Comprehensive Financial Consultants Institutional Inc. boosted its holdings in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 1.6% in the 3rd quarter. Comprehensive Financial Consultants Institutional Inc. now owns 106,656 shares of the company’s stock valued at $3,120,000 after buying an additional 1,683 shares in the last quarter. Kingsview Wealth Management LLC grew its position in shares of Innovator U.S. Equity 10 Buffer ETF – Quarterly by 24.8% in the 3rd quarter. Kingsview Wealth Management LLC now owns 13,441 shares of the company’s stock valued at $393,000 after buying an additional 2,672 shares during the last quarter. Finally, CRA Financial Services LLC raised its stake in Innovator U.S. Equity 10 Buffer ETF – Quarterly by 3.3% during the 3rd quarter. CRA Financial Services LLC now owns 191,831 shares of the company’s stock worth $5,611,000 after acquiring an additional 6,050 shares in the last quarter.

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

BATS ZALT opened at $30.08 on Tuesday. The company has a 50-day moving average of $29.95 and a two-hundred day moving average of $29.27.

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

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.