Independent Financial Group LLC Takes Position in Innovator U.S. Small Cap Managed Floor ETF $RFLR

Independent Financial Group LLC bought a new position in shares of Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 140,792 shares of the company’s stock, valued at approximately $4,088,000. Independent Financial Group LLC owned about 5.52% of Innovator U.S. Small Cap Managed Floor ETF as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Winnow Wealth LLC grew its position in shares of Innovator U.S. Small Cap Managed Floor ETF by 30.3% during the 4th quarter. Winnow Wealth LLC now owns 114,981 shares of the company’s stock valued at $3,334,000 after buying an additional 26,710 shares during the last quarter. NewCorp Financial Services Inc. acquired a new position in Innovator U.S. Small Cap Managed Floor ETF in the fourth quarter valued at approximately $1,016,000. Liberty Atlantic Advisors LLC bought a new position in shares of Innovator U.S. Small Cap Managed Floor ETF during the fourth quarter valued at approximately $4,220,000. Rothschild Wealth LLC grew its holdings in shares of Innovator U.S. Small Cap Managed Floor ETF by 99.9% during the fourth quarter. Rothschild Wealth LLC now owns 34,103 shares of the company’s stock valued at $971,000 after purchasing an additional 17,039 shares during the last quarter. Finally, Rockefeller Capital Management L.P. bought a new position in shares of Innovator U.S. Small Cap Managed Floor ETF during the fourth quarter valued at approximately $846,000.

Innovator U.S. Small Cap Managed Floor ETF Trading Down 0.3%

Shares of Innovator U.S. Small Cap Managed Floor ETF stock opened at $32.60 on Friday. The stock has a market capitalization of $89.65 million, a price-to-earnings ratio of 15.96 and a beta of 0.59. Innovator U.S. Small Cap Managed Floor ETF has a twelve month low of $25.31 and a twelve month high of $33.43. The business’s 50 day simple moving average is $31.46 and its 200-day simple moving average is $30.17.

About Innovator U.S. Small Cap Managed Floor ETF

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in 70% of upside appreciation of US small-cap stocks while hedging the downside risk using a laddered options strategy. The fund utilizes four, one-year FLEX options packages with staggered three-month expiration dates to target a maximum loss of approximately 8-12% on a rolling 12-month basis. RFLR was launched on Sep 17, 2024 and is issued by Innovator.