Kellett Wealth Advisors LLC grew its position in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 57,770 shares of the company’s stock after buying an additional 2,952 shares during the quarter. Innovator Equity Managed Floor ETF makes up about 1.3% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 16th largest holding. Kellett Wealth Advisors LLC owned approximately 0.65% of Innovator Equity Managed Floor ETF worth $1,886,000 at the end of the most recent reporting period.
Several other large investors have also made changes to their positions in SFLR. Private Advisor Group LLC bought a new stake in Innovator Equity Managed Floor ETF during the third quarter valued at about $203,000. Old Port Advisors boosted its stake in Innovator Equity Managed Floor ETF by 11.5% during the 3rd quarter. Old Port Advisors now owns 11,120 shares of the company’s stock valued at $354,000 after purchasing an additional 1,150 shares during the period. Worth Financial Advisory Group LLC bought a new stake in Innovator Equity Managed Floor ETF during the 3rd quarter valued at approximately $1,087,000. Gateway Wealth Partners LLC acquired a new stake in Innovator Equity Managed Floor ETF in the 3rd quarter valued at approximately $376,000. Finally, Stephens Inc. AR increased its position in Innovator Equity Managed Floor ETF by 126.7% in the 3rd quarter. Stephens Inc. AR now owns 17,650 shares of the company’s stock worth $561,000 after buying an additional 9,865 shares during the period.
Innovator Equity Managed Floor ETF Trading Down 0.5 %
SFLR opened at $32.97 on Wednesday. The business has a 50 day moving average of $33.21 and a 200-day moving average of $32.47. The stock has a market capitalization of $743.47 million, a price-to-earnings ratio of 27.12 and a beta of 0.72. Innovator Equity Managed Floor ETF has a 1-year low of $28.54 and a 1-year 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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