Innovator Equity Managed Floor ETF $SFLR Shares Sold by Evolution Wealth Management Inc.

Evolution Wealth Management Inc. cut its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 7.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 224,896 shares of the company’s stock after selling 18,249 shares during the quarter. Innovator Equity Managed Floor ETF makes up 5.8% of Evolution Wealth Management Inc.’s portfolio, making the stock its 2nd largest holding. Evolution Wealth Management Inc. owned about 0.51% of Innovator Equity Managed Floor ETF worth $7,964,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in SFLR. Gilpin Wealth Management LLC bought a new stake in shares of Innovator Equity Managed Floor ETF in the 4th quarter worth approximately $91,000. Physician Wealth Advisors Inc. acquired a new position in Innovator Equity Managed Floor ETF during the 1st quarter valued at approximately $96,000. Sound Income Strategies LLC acquired a new position in Innovator Equity Managed Floor ETF during the 1st quarter valued at approximately $146,000. Private Trust Co. NA grew its stake in Innovator Equity Managed Floor ETF by 23.2% during the 4th quarter. Private Trust Co. NA now owns 4,119 shares of the company’s stock worth $152,000 after buying an additional 777 shares during the last quarter. Finally, First Heartland Consultants Inc. bought a new position in Innovator Equity Managed Floor ETF during the 4th quarter worth $209,000.

Innovator Equity Managed Floor ETF Price Performance

Shares of NYSEARCA SFLR opened at $38.60 on Friday. Innovator Equity Managed Floor ETF has a 1-year low of $33.49 and a 1-year high of $40.12. The business’s fifty day moving average price is $38.08 and its two-hundred day moving average price is $37.11. The firm has a market capitalization of $2.07 billion, a PE ratio of 26.45 and a beta of 0.68.

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.