Innovator Equity Managed Floor ETF $SFLR Shares Sold by Davies Financial Advisors Inc.

Davies Financial Advisors Inc. cut its holdings in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 59.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 86,295 shares of the company’s stock after selling 126,094 shares during the period. Innovator Equity Managed Floor ETF comprises approximately 5.9% of Davies Financial Advisors Inc.’s holdings, making the stock its 5th biggest position. Davies Financial Advisors Inc.’s holdings in Innovator Equity Managed Floor ETF were worth $3,181,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. GWN Securities Inc. lifted its stake in Innovator Equity Managed Floor ETF by 0.7% in the third quarter. GWN Securities Inc. now owns 51,155 shares of the company’s stock valued at $1,844,000 after buying an additional 333 shares during the last quarter. Kellett Wealth Advisors LLC lifted its stake in Innovator Equity Managed Floor ETF by 0.6% in the fourth quarter. Kellett Wealth Advisors LLC now owns 54,227 shares of the company’s stock valued at $1,999,000 after buying an additional 343 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in Innovator Equity Managed Floor ETF by 33.4% in the third quarter. Jones Financial Companies Lllp now owns 1,640 shares of the company’s stock valued at $59,000 after buying an additional 411 shares during the last quarter. Golden State Wealth Management LLC lifted its stake in Innovator Equity Managed Floor ETF by 4.1% in the third quarter. Golden State Wealth Management LLC now owns 11,666 shares of the company’s stock valued at $420,000 after buying an additional 458 shares during the last quarter. Finally, Quantinno Capital Management LP lifted its stake in Innovator Equity Managed Floor ETF by 3.8% in the second quarter. Quantinno Capital Management LP now owns 13,263 shares of the company’s stock valued at $445,000 after buying an additional 486 shares during the last quarter.

Innovator Equity Managed Floor ETF Stock Performance

SFLR stock opened at $36.56 on Tuesday. The stock has a market capitalization of $1.62 billion, a price-to-earnings ratio of 26.45 and a beta of 0.73. Innovator Equity Managed Floor ETF has a 1 year low of $30.06 and a 1 year high of $37.79. The stock’s fifty day moving average is $36.27 and its two-hundred day moving average is $36.54.

Innovator Equity Managed Floor ETF Company 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. SFLR was launched on Nov 8, 2022 and is managed by Innovator.