| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 14,200 | $339,096 | $376,300 | $37,204 | 10.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 118,761 | $2.92M | $3.15M | $228,898.07 | 7.84% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 31,913 | $796,988.96 | $845,694.5 | $48,705.54 | 6.11% |
Andrew Endelman Independent Wealth Network Inc. | 22,391 | $544,580.02 | $593,361.5 | $48,781.48 | 8.96% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 700 | $17,937.5 | $18,550 | $612.5 | 3.41% |
| BATS Exchange | United States Country |
The Innovator Equity Defined Protection ETF stands out as a unique financial instrument in the investment landscape, offering a dual benefit of equity exposure and defined downside protection. It specifically targets large-cap equities, providing investors an avenue to participate in their potential growth while safeguarding against significant losses. This ETF is distinguished by its structured risk management approach through a defined outcome strategy, setting a limit on potential losses over a specific period. Utilizing options trading strategies, it establishes a protective buffer, thus aligning with the needs of risk-averse investors seeking market participation with minimized volatility. The active strategic management of the fund ensures its performance and protection objectives are consistently met, making it a noteworthy option for those looking for stability and predictability in their equity investments.
The ETF focuses on investing in large-cap stocks, enabling investors to benefit from the growth potential of these companies. Large-cap equities are known for their stability and substantial market presence, making them a cornerstone for investors aiming at long-term growth with moderated risk exposure.
By employing a defined outcome strategy, the Innovator Equity Defined Protection ETF sets a clear threshold for potential losses within a predetermined timeframe. This approach provides investors with a safety net, reducing the fear of market downturns and encouraging participation in equity markets with an added layer of security. The use of options trading strategies to achieve this protection differentiates the ETF, offering a buffer against significant market drops.
The ETF is not merely a passive investment vehicle but undergoes active monitoring and adjustments by its management team. This ensures that the ETF not only adheres to its protection goals but also strives to optimize performance under varying market conditions. The active management approach is instrumental in maintaining the balance between risk and return, making the Innovator Equity Defined Protection ETF a dynamic and responsive investment option.