Kingsview Wealth Management LLC lifted its holdings in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 104.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 351,521 shares of the company’s stock after buying an additional 179,599 shares during the quarter. Kingsview Wealth Management LLC owned 3.97% of Innovator Equity Managed Floor ETF worth $11,477,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. John W. Brooker & Co. CPAs grew its position in shares of Innovator Equity Managed Floor ETF by 0.5% in the fourth quarter. John W. Brooker & Co. CPAs now owns 65,362 shares of the company’s stock valued at $2,134,000 after purchasing an additional 338 shares during the last quarter. Centaurus Financial Inc. grew its stake in shares of Innovator Equity Managed Floor ETF by 27.2% during the 3rd quarter. Centaurus Financial Inc. now owns 5,186 shares of the company’s stock valued at $165,000 after buying an additional 1,110 shares during the period. Old Port Advisors raised its holdings in shares of Innovator Equity Managed Floor ETF by 11.5% in the 3rd quarter. Old Port Advisors now owns 11,120 shares of the company’s stock worth $354,000 after purchasing an additional 1,150 shares during the period. Merit Financial Group LLC grew its stake in Innovator Equity Managed Floor ETF by 18.1% during the fourth quarter. Merit Financial Group LLC now owns 9,258 shares of the company’s stock worth $302,000 after buying an additional 1,420 shares during the period. Finally, Milestone Asset Management LLC raised its position in Innovator Equity Managed Floor ETF by 2.2% in the fourth quarter. Milestone Asset Management LLC now owns 68,045 shares of the company’s stock valued at $2,222,000 after purchasing an additional 1,489 shares during the period.
Innovator Equity Managed Floor ETF Trading Down 0.7 %
NYSEARCA SFLR opened at $33.36 on Friday. The company’s fifty day simple moving average is $33.20 and its 200-day simple moving average is $32.20. The stock has a market cap of $295.24 million, a P/E ratio of 25.92 and a beta of 0.67. Innovator Equity Managed Floor ETF has a 52 week low of $28.23 and a 52 week high of $34.20.
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.
Further Reading
- Five stocks we like better than Innovator Equity Managed Floor ETF
- Where to Find Earnings Call Transcripts
- Why New Tariffs Could Boost These 3 Basic Materials Stocks
- 3 Warren Buffett Stocks to Buy Now
- MarketBeat Week in Review – 02/03 – 02/07
- Why Are Stock Sectors Important to Successful Investing?
- Meta Platforms Continues to Prove Why It’s a Premier Play on AI
Receive News & Ratings for Innovator Equity Managed Floor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Innovator Equity Managed Floor ETF and related companies with MarketBeat.com's FREE daily email newsletter.