ATX Financial Planning LLC Takes Position in Innovator Equity Managed Floor ETF $SFLR

ATX Financial Planning LLC purchased a new stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 205,526 shares of the company’s stock, valued at approximately $7,576,000. Innovator Equity Managed Floor ETF makes up 5.8% of ATX Financial Planning LLC’s investment portfolio, making the stock its 3rd largest holding.

A number of other large investors also recently bought and sold shares of SFLR. Bank of America Corp DE boosted its position in Innovator Equity Managed Floor ETF by 10,697.3% during the third quarter. Bank of America Corp DE now owns 3,919,960 shares of the company’s stock worth $141,236,000 after purchasing an additional 3,883,655 shares in the last quarter. LPL Financial LLC raised its stake in shares of Innovator Equity Managed Floor ETF by 16.5% during the 4th quarter. LPL Financial LLC now owns 4,257,434 shares of the company’s stock worth $156,929,000 after buying an additional 601,796 shares during the period. Liberty Atlantic Advisors LLC acquired a new position in shares of Innovator Equity Managed Floor ETF during the 4th quarter worth approximately $20,483,000. Advisory Services Network LLC lifted its position in shares of Innovator Equity Managed Floor ETF by 2,450.4% during the 4th quarter. Advisory Services Network LLC now owns 273,117 shares of the company’s stock valued at $10,067,000 after buying an additional 262,408 shares in the last quarter. Finally, Americana Partners LLC purchased a new position in shares of Innovator Equity Managed Floor ETF during the 4th quarter valued at approximately $9,596,000.

Innovator Equity Managed Floor ETF Stock Performance

Innovator Equity Managed Floor ETF stock opened at $38.64 on Friday. The stock has a market capitalization of $1.73 billion, a P/E ratio of 26.45 and a beta of 0.68. The company’s fifty day moving average price is $37.64 and its 200 day moving average price is $37.00. Innovator Equity Managed Floor ETF has a 1 year low of $32.75 and a 1 year high of $40.12.

About Innovator Equity Managed Floor ETF

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.