KFG Wealth Management LLC boosted its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 132.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 25,140 shares of the company’s stock after acquiring an additional 14,345 shares during the period. KFG Wealth Management LLC’s holdings in Innovator Equity Managed Floor ETF were worth $970,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently bought and sold shares of the stock. Quantinno Capital Management LP lifted its stake in Innovator Equity Managed Floor ETF by 3.8% in the 2nd quarter. Quantinno Capital Management LP now owns 13,263 shares of the company’s stock worth $445,000 after purchasing an additional 486 shares in the last quarter. ATX Financial Planning LLC increased its holdings in shares of Innovator Equity Managed Floor ETF by 0.3% in the first quarter. ATX Financial Planning LLC now owns 206,074 shares of the company’s stock worth $7,297,000 after purchasing an additional 548 shares during the last quarter. Concorde Asset Management LLC increased its holdings in shares of Innovator Equity Managed Floor ETF by 0.7% in the fourth quarter. Concorde Asset Management LLC now owns 87,680 shares of the company’s stock worth $3,232,000 after purchasing an additional 611 shares during the last quarter. Golden State Wealth Management LLC lifted its position in shares of Innovator Equity Managed Floor ETF by 5.2% in the fourth quarter. Golden State Wealth Management LLC now owns 12,278 shares of the company’s stock worth $453,000 after buying an additional 612 shares in the last quarter. Finally, Kestra Private Wealth Services LLC lifted its position in shares of Innovator Equity Managed Floor ETF by 7.2% in the fourth quarter. Kestra Private Wealth Services LLC now owns 12,961 shares of the company’s stock worth $478,000 after buying an additional 867 shares in the last quarter.
Innovator Equity Managed Floor ETF Trading Up 0.6%
Shares of Innovator Equity Managed Floor ETF stock opened at $38.86 on Thursday. The firm has a market cap of $2.15 billion, a PE ratio of 26.45 and a beta of 0.69. The stock has a 50 day moving average of $38.69 and a 200 day moving average of $37.64. Innovator Equity Managed Floor ETF has a 12 month low of $34.69 and a 12 month high of $40.12.
Innovator Equity Managed Floor ETF Profile
The Innovator Equity Managed Floor ETF (SFLR) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to provide capital appreciation by holding a portfolio of large-cap US stocks while hedging the downside risk using a laddered options strategy. The fund utilizes four, one-year FLEX options packages with staggered 3-month expiration dates to target a maximum loss of approximately 10% on a rolling 12-month basis. SFLR was launched on Nov 8, 2022 and is managed by Innovator.
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