57,575 Shares in Innovator Equity Managed Floor ETF $SFLR Acquired by Collaborative Wealth Managment Inc.

Collaborative Wealth Managment Inc. purchased a new stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 57,575 shares of the company’s stock, valued at approximately $2,039,000. Innovator Equity Managed Floor ETF accounts for approximately 0.9% of Collaborative Wealth Managment Inc.’s investment portfolio, making the stock its 22nd biggest position. Collaborative Wealth Managment Inc. owned about 0.13% of Innovator Equity Managed Floor ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sigma Planning Corp increased its position in Innovator Equity Managed Floor ETF by 28.3% during the 1st quarter. Sigma Planning Corp now owns 23,970 shares of the company’s stock worth $849,000 after buying an additional 5,284 shares during the period. Wealthgarden F.S. LLC boosted its position in shares of Innovator Equity Managed Floor ETF by 9.9% in the first quarter. Wealthgarden F.S. LLC now owns 11,505 shares of the company’s stock valued at $407,000 after acquiring an additional 1,037 shares during the period. Valmark Advisers Inc. grew its stake in shares of Innovator Equity Managed Floor ETF by 532.8% in the first quarter. Valmark Advisers Inc. now owns 39,709 shares of the company’s stock valued at $1,406,000 after acquiring an additional 33,434 shares in the last quarter. Fifth Third Bancorp acquired a new position in shares of Innovator Equity Managed Floor ETF in the first quarter valued at about $137,000. Finally, ATX Financial Planning LLC increased its position in Innovator Equity Managed Floor ETF by 0.3% during the first quarter. ATX Financial Planning LLC now owns 206,074 shares of the company’s stock worth $7,297,000 after acquiring an additional 548 shares during the period.

Innovator Equity Managed Floor ETF Stock Up 0.1%

Shares of Innovator Equity Managed Floor ETF stock opened at $38.88 on Thursday. The stock has a market capitalization of $2.12 billion, a price-to-earnings ratio of 26.45 and a beta of 0.69. Innovator Equity Managed Floor ETF has a twelve month low of $33.49 and a twelve month high of $40.12. The company has a 50-day simple moving average of $38.38 and a two-hundred day simple moving average of $37.23.

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.