Innovator Equity Managed Floor ETF $SFLR Shares Purchased by Worth Financial Advisory Group LLC

Worth Financial Advisory Group LLC boosted its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 16.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 164,479 shares of the company’s stock after purchasing an additional 23,543 shares during the period. Innovator Equity Managed Floor ETF makes up approximately 3.3% of Worth Financial Advisory Group LLC’s portfolio, making the stock its 5th biggest holding. Worth Financial Advisory Group LLC owned approximately 0.51% of Innovator Equity Managed Floor ETF worth $5,926,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Commonwealth Equity Services LLC increased its holdings in shares of Innovator Equity Managed Floor ETF by 28.2% during the 2nd quarter. Commonwealth Equity Services LLC now owns 1,839,890 shares of the company’s stock worth $61,765,000 after buying an additional 404,231 shares during the last quarter. Kingsview Wealth Management LLC grew its position in Innovator Equity Managed Floor ETF by 7.9% during the second quarter. Kingsview Wealth Management LLC now owns 1,684,463 shares of the company’s stock valued at $56,547,000 after acquiring an additional 122,735 shares during the period. Delta Investment Management LLC increased its stake in Innovator Equity Managed Floor ETF by 5.1% during the second quarter. Delta Investment Management LLC now owns 888,058 shares of the company’s stock worth $29,812,000 after acquiring an additional 43,113 shares during the last quarter. Wetzel Investment Advisors Inc. raised its holdings in shares of Innovator Equity Managed Floor ETF by 163.1% in the 2nd quarter. Wetzel Investment Advisors Inc. now owns 398,084 shares of the company’s stock worth $13,379,000 after purchasing an additional 246,764 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Innovator Equity Managed Floor ETF in the 2nd quarter worth about $13,221,000.

Innovator Equity Managed Floor ETF Stock Performance

Shares of NYSEARCA:SFLR opened at $37.18 on Tuesday. The stock has a 50-day simple moving average of $36.66 and a 200-day simple moving average of $35.56. The stock has a market capitalization of $1.33 billion, a P/E ratio of 26.45 and a beta of 0.72. Innovator Equity Managed Floor ETF has a 1 year low of $29.14 and a 1 year high of $37.46.

Innovator Equity Managed Floor ETF Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Wednesday, December 31st were paid a dividend of $0.0221 per share. This represents a $0.09 annualized dividend and a yield of 0.2%. The ex-dividend date was Wednesday, December 31st.

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.