Stephens Inc. AR Has $1.53 Million Stock Holdings in Innovator Equity Managed Floor ETF $SFLR

Stephens Inc. AR trimmed its position in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 73.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,267 shares of the company’s stock after selling 118,343 shares during the period. Stephens Inc. AR owned about 0.10% of Innovator Equity Managed Floor ETF worth $1,532,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. LPL Financial LLC increased its position in Innovator Equity Managed Floor ETF by 16.5% in the 4th quarter. LPL Financial LLC now owns 4,257,434 shares of the company’s stock worth $156,929,000 after purchasing an additional 601,796 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of Innovator Equity Managed Floor ETF by 10,697.3% during the 3rd quarter. Bank of America Corp DE now owns 3,919,960 shares of the company’s stock valued at $141,236,000 after buying an additional 3,883,655 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in shares of Innovator Equity Managed Floor ETF by 6.6% in the 4th quarter. Commonwealth Equity Services LLC now owns 1,928,409 shares of the company’s stock valued at $71,081,000 after buying an additional 119,487 shares in the last quarter. Kingsview Wealth Management LLC grew its stake in shares of Innovator Equity Managed Floor ETF by 7.2% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,886,697 shares of the company’s stock valued at $69,544,000 after buying an additional 126,292 shares in the last quarter. Finally, Liberty Atlantic Advisors LLC acquired a new position in Innovator Equity Managed Floor ETF in the fourth quarter worth approximately $20,483,000.

Innovator Equity Managed Floor ETF Stock Performance

NYSEARCA:SFLR opened at $38.84 on Friday. The company has a market capitalization of $2.09 billion, a P/E ratio of 26.45 and a beta of 0.69. The stock’s 50 day moving average price is $38.24 and its 200 day moving average price is $37.18. Innovator Equity Managed Floor ETF has a 52 week low of $33.49 and a 52 week high of $40.12.

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. SFLR was launched on Nov 8, 2022 and is managed by Innovator.