WealthPlan Investment Management LLC lifted its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 6.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 19,956 shares of the company’s stock after buying an additional 1,217 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Innovator Equity Managed Floor ETF were worth $652,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of SFLR. Private Trust Co. NA boosted its stake in shares of Innovator Equity Managed Floor ETF by 246.8% during the third quarter. Private Trust Co. NA now owns 2,421 shares of the company’s stock valued at $77,000 after purchasing an additional 1,723 shares in the last quarter. Centaurus Financial Inc. boosted its stake in shares of Innovator Equity Managed Floor ETF by 27.2% during the third quarter. Centaurus Financial Inc. now owns 5,186 shares of the company’s stock valued at $165,000 after purchasing an additional 1,110 shares in the last quarter. Golden State Wealth Management LLC bought a new position in shares of Innovator Equity Managed Floor ETF during the fourth quarter valued at approximately $175,000. Private Advisor Group LLC bought a new position in shares of Innovator Equity Managed Floor ETF during the third quarter valued at approximately $203,000. Finally, Atlas Private Wealth Advisors bought a new position in shares of Innovator Equity Managed Floor ETF during the fourth quarter valued at approximately $224,000.
Innovator Equity Managed Floor ETF Stock Performance
NYSEARCA SFLR opened at $33.82 on Friday. The firm’s 50 day moving average price is $33.21 and its 200-day moving average price is $32.30. Innovator Equity Managed Floor ETF has a 52-week low of $28.26 and a 52-week high of $34.20. The company has a market cap of $299.31 million, a PE ratio of 25.92 and a beta of 0.67.
About Innovator Equity Managed Floor ETF
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.
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