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WealthPlan Investment Management LLC Takes $1.54 Million Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

WealthPlan Investment Management LLC acquired a new position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 45,614 shares of the company’s stock, valued at approximately $1,535,000. WealthPlan […]

Wealthplan-investment-management , Raymond-james-financial-services-advisors-inc , Commonwealth-equity-services , Cerity-partners , Belpointe-asset-management , Exchange-commission , Free-report , Plan-investment-management , Capital-management , James-financial-services-advisors , Equity-services

45,614 Shares in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP) Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC purchased a new position in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 45,614 shares of the company’s stock, valued at approximately $1,535,000. Other hedge funds […]

Exchange-commission , Wealthplan-partners , Wealthshield-partners , Harbour-investments-inc , Capital-investment-advisory-services , Wealthplan-investment-management , Avantax-advisory-services-inc , Free-report , Investment-advisory-services , Advisory-services , Shield-partners

My Personal CFO LLC Invests $614,000 in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

My Personal CFO LLC acquired a new position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) during the third quarter, Holdings Channel.com reports. The firm acquired 18,230 shares of the company’s stock, valued at approximately $614,000. A number of other hedge funds and other institutional investors have also recently made changes […]

Commonwealth-equity-services , Raymond-james-financial-services-advisors-inc , Belpointe-asset-management , Holdings-channel , Cerity-partners , My-personal , Company-profile , Free-report , Capital-management , James-financial-services-advisors , Equity-services

My Personal CFO LLC Takes $614,000 Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

My Personal CFO LLC bought a new stake in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 18,230 shares of the company’s stock, valued at approximately $614,000. […]

Penserra-capital-management , Lantz-financial , Commonwealth-equity-services , Securities-exchange-commission , Raymond-james-financial-services-advisors-inc , My-personal , Free-report , Equity-services , Capital-management , James-financial-services-advisors , September-stock

Vantage Financial Partners LLC Lowers Stock Holdings in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Vantage Financial Partners LLC reduced its stake in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) by 13.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 224,030 shares of the company’s stock after selling 34,333 […]

Canada , Royal-bank , Wealthshield-partners , Advisornet-financial-inc , Vantage-financial-partners , Exchange-commission , Free-report , Financial-partners , Shield-partners , Net-financial-inc , September-stock-down

Blue Bell Private Wealth Management LLC Buys 4,600 Shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Blue Bell Private Wealth Management LLC boosted its stake in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) by 13.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,923 shares of the company’s stock […]

Canada , Blue-bell-private-wealth-management , Advisornet-financial-inc , Royal-bank , Wealthshield-partners , Company-profile , Securities-exchange-commission , Free-report , Bell-private-wealth-management , Shield-partners , Net-financial-inc

Delta Investment Management LLC Has $1.46 Million Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Delta Investment Management LLC reduced its holdings in shares of Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) by 2.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 45,569 shares of the company’s stock after selling 1,216 shares during the period. Delta Investment Management LLC’s holdings in Innovator U.S. Equity […]

Penserra-capital-management , Company-profile , Delta-investment-management , Cerity-partners , Envestnet-asset-management-inc , Valtinson-bruner-financial-planning , Corecap-advisors , Holdings-channel , Free-report , Investment-management , Capital-management

Valtinson Bruner Financial Planning LLC Has $2.58 Million Holdings in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Valtinson Bruner Financial Planning LLC boosted its position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Free Report) by 1.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 80,406 shares of the company’s stock after buying an additional 1,282 shares during […]

Raymond-james-financial-services-advisors-inc , Exchange-commission , Valtinson-bruner-financial-planning , Sageview-advisory-group , Strategic-blueprint , Creative-financial-designs-inc , Pinnacle-wealth-management-group-inc , Free-report , Bruner-financial-planning , Wealth-management-group , View-advisory-group

Valtinson Bruner Financial Planning LLC Grows Stock Position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP)

Valtinson Bruner Financial Planning LLC raised its position in Innovator U.S. Equity Buffer ETF – September (BATS:BSEP – Get Rating) by 10.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 79,124 shares of the company’s stock after buying an additional 7,526 shares during the quarter. Innovator U.S. […]

Valtinson-bruner-financial-planning , Pinnacle-wealth-management-group-inc , Get-rating , Bruner-financial-planning , Pinnacle-wealth-management-group , Wealth-management-group , September-stock , Visit-holdingschannel , Innovator-us-equity-buffer-etf-september , Bats-bsep , Ibsep