Cypress Financial Planning LLC Has $270,000 Stock Holdings in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY)

Cypress Financial Planning LLC lowered its position in shares of Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY) by 3.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,517 shares of the company’s stock after selling 288 shares during the quarter. Cypress Financial Planning LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – May were worth $270,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Penserra Capital Management LLC lifted its position in Innovator U.S. Equity Power Buffer ETF – May by 5.9% during the 3rd quarter. Penserra Capital Management LLC now owns 1,140,180 shares of the company’s stock worth $40,184,000 after buying an additional 63,103 shares in the last quarter. Allworth Financial LP lifted its position in shares of Innovator U.S. Equity Power Buffer ETF – May by 125.8% during the third quarter. Allworth Financial LP now owns 650,027 shares of the company’s stock worth $22,909,000 after purchasing an additional 362,120 shares in the last quarter. AE Wealth Management LLC grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – May by 200.0% during the second quarter. AE Wealth Management LLC now owns 181,508 shares of the company’s stock valued at $6,191,000 after purchasing an additional 121,011 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – May by 92.7% in the second quarter. Envestnet Asset Management Inc. now owns 158,150 shares of the company’s stock valued at $5,394,000 after purchasing an additional 76,060 shares in the last quarter. Finally, Truist Financial Corp lifted its holdings in Innovator U.S. Equity Power Buffer ETF – May by 24.9% during the 2nd quarter. Truist Financial Corp now owns 86,611 shares of the company’s stock worth $2,954,000 after buying an additional 17,254 shares in the last quarter.

Innovator U.S. Equity Power Buffer ETF – May Price Performance

BATS PMAY opened at $35.90 on Tuesday. The firm has a market cap of $589.82 million, a PE ratio of 23.99 and a beta of 0.38. The company has a 50 day moving average price of $35.88 and a two-hundred day moving average price of $35.13.

Innovator U.S. Equity Power Buffer ETF – May Company Profile

The Innovator S&P 500 Power Buffer ETF – May (PMAY) 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. PMAY was launched on May 1, 2020 and is managed by Innovator.