Innovator Equity Managed Floor ETF $SFLR Shares Acquired by Columbia Advisory Partners LLC

Columbia Advisory Partners LLC lifted its holdings in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 32.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 96,978 shares of the company’s stock after purchasing an additional 23,710 shares during the period. Innovator Equity Managed Floor ETF comprises approximately 2.2% of Columbia Advisory Partners LLC’s holdings, making the stock its 11th biggest holding. Columbia Advisory Partners LLC owned 0.22% of Innovator Equity Managed Floor ETF worth $3,434,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Gilpin Wealth Management LLC purchased a new stake in Innovator Equity Managed Floor ETF in the 4th quarter valued at approximately $91,000. Private Trust Co. NA increased its position in Innovator Equity Managed Floor ETF by 23.2% during the fourth quarter. Private Trust Co. NA now owns 4,119 shares of the company’s stock worth $152,000 after buying an additional 777 shares in the last quarter. First Heartland Consultants Inc. acquired a new position in shares of Innovator Equity Managed Floor ETF in the fourth quarter worth $209,000. Wealthcare Advisory Partners LLC acquired a new position in shares of Innovator Equity Managed Floor ETF in the fourth quarter worth $218,000. Finally, Visionary Wealth Advisors acquired a new position in shares of Innovator Equity Managed Floor ETF in the second quarter worth $220,000.

Innovator Equity Managed Floor ETF Stock Up 0.5%

Shares of NYSEARCA:SFLR opened at $38.58 on Wednesday. The company has a market capitalization of $1.72 billion, a P/E ratio of 26.45 and a beta of 0.68. Innovator Equity Managed Floor ETF has a 52-week low of $33.09 and a 52-week high of $40.12. The stock’s fifty day simple moving average is $37.95 and its 200-day simple moving average is $37.08.

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.