EverSource Wealth Advisors LLC Buys New Shares in Innovator Nasdaq-100 Managed Floor ETF $QFLR

EverSource Wealth Advisors LLC bought a new stake in Innovator Nasdaq-100 Managed Floor ETF (NYSEARCA:QFLR) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 30,300 shares of the company’s stock, valued at approximately $1,039,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. IMG Wealth Management Inc. acquired a new stake in shares of Innovator Nasdaq-100 Managed Floor ETF in the fourth quarter valued at about $789,000. Thrivent Financial for Lutherans acquired a new stake in shares of Innovator Nasdaq-100 Managed Floor ETF in the fourth quarter valued at about $2,777,000. RFG Advisory LLC increased its position in shares of Innovator Nasdaq-100 Managed Floor ETF by 5.1% in the fourth quarter. RFG Advisory LLC now owns 36,504 shares of the company’s stock valued at $1,251,000 after acquiring an additional 1,757 shares during the last quarter. Liberty Atlantic Advisors LLC acquired a new stake in shares of Innovator Nasdaq-100 Managed Floor ETF in the fourth quarter valued at about $13,093,000. Finally, Foronjy Financial LLC increased its position in shares of Innovator Nasdaq-100 Managed Floor ETF by 25.7% in the fourth quarter. Foronjy Financial LLC now owns 11,543 shares of the company’s stock valued at $396,000 after acquiring an additional 2,362 shares during the last quarter.

Innovator Nasdaq-100 Managed Floor ETF Stock Performance

NYSEARCA:QFLR opened at $36.22 on Monday. The stock’s 50-day simple moving average is $34.58 and its 200 day simple moving average is $34.47. The company has a market cap of $519.76 million, a P/E ratio of 32.95 and a beta of 0.72. Innovator Nasdaq-100 Managed Floor ETF has a 52-week low of $27.86 and a 52-week high of $36.90.

Innovator Nasdaq-100 Managed Floor ETF Profile

The Innovator Nasdaq-100 Managed Floor ETF (QFLR) is an exchange-traded fund that mostly invests in large cap equity. The fund aims to provide capital appreciation by holding a portfolio representative of the NASDAQ-100, 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. QFLR was launched on Jan 25, 2024 and is issued by Innovator.