WealthPlan Investment Management LLC grew its holdings in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,956 shares of the company’s stock after purchasing an additional 1,217 shares during the period. WealthPlan Investment Management LLC owned approximately 0.23% of Innovator Equity Managed Floor ETF worth $652,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently modified their holdings of the business. Commonwealth Equity Services LLC grew its stake in Innovator Equity Managed Floor ETF by 70.1% during the third quarter. Commonwealth Equity Services LLC now owns 968,734 shares of the company’s stock valued at $30,815,000 after acquiring an additional 399,080 shares in the last quarter. Chicago Partners Investment Group LLC grew its stake in Innovator Equity Managed Floor ETF by 36.1% during the third quarter. Chicago Partners Investment Group LLC now owns 1,253,676 shares of the company’s stock valued at $40,230,000 after acquiring an additional 332,319 shares in the last quarter. Southland Equity Partners LLC grew its stake in Innovator Equity Managed Floor ETF by 132.6% during the fourth quarter. Southland Equity Partners LLC now owns 317,230 shares of the company’s stock valued at $10,358,000 after acquiring an additional 180,826 shares in the last quarter. Kingsview Wealth Management LLC grew its stake in Innovator Equity Managed Floor ETF by 104.5% during the fourth quarter. Kingsview Wealth Management LLC now owns 351,521 shares of the company’s stock valued at $11,477,000 after acquiring an additional 179,599 shares in the last quarter. Finally, Financial Futures Ltd Liability Co. purchased a new position in Innovator Equity Managed Floor ETF during the fourth quarter valued at approximately $4,541,000.
Innovator Equity Managed Floor ETF Trading Up 0.2 %
Shares of NYSEARCA:SFLR opened at $33.82 on Friday. The stock has a market cap of $299.31 million, a P/E ratio of 25.92 and a beta of 0.67. The company has a 50 day moving average of $33.21 and a 200 day moving average of $32.30. Innovator Equity Managed Floor ETF has a 12 month low of $28.26 and a 12 month 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.
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