Kellett Wealth Advisors LLC increased its stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 5.4% during the fourth quarter, Holdings Channel reports. The firm owned 57,770 shares of the company’s stock after acquiring an additional 2,952 shares during the period. Innovator Equity Managed Floor ETF makes up approximately 1.3% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 16th biggest position. Kellett Wealth Advisors LLC’s holdings in Innovator Equity Managed Floor ETF were worth $1,886,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Private Trust Co. NA lifted its stake in 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 worth $77,000 after purchasing an additional 1,723 shares during the last quarter. Centaurus Financial Inc. raised its holdings 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 worth $165,000 after buying an additional 1,110 shares in the last quarter. Golden State Wealth Management LLC bought a new stake in shares of Innovator Equity Managed Floor ETF during the 4th quarter worth $175,000. Private Advisor Group LLC acquired a new stake in Innovator Equity Managed Floor ETF in the third quarter valued at about $203,000. Finally, Atlas Private Wealth Advisors acquired a new stake in Innovator Equity Managed Floor ETF in the fourth quarter valued at about $224,000.
Innovator Equity Managed Floor ETF Trading Down 0.5 %
Shares of SFLR stock opened at $32.97 on Wednesday. The business’s 50-day moving average price is $33.21 and its 200-day moving average price is $32.47. The firm 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 12 month low of $28.54 and a 12 month high of $34.20.
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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