CFS Investment Advisory Services LLC Acquires New Holdings in Innovator Equity Managed Floor ETF $SFLR

CFS Investment Advisory Services LLC bought a new position in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 24,445 shares of the company’s stock, valued at approximately $892,000. CFS Investment Advisory Services LLC owned about 0.05% of Innovator Equity Managed Floor ETF at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in SFLR. Gilpin Wealth Management LLC purchased a new stake in Innovator Equity Managed Floor ETF during the 4th quarter valued at $91,000. Physician Wealth Advisors Inc. bought a new stake in shares of Innovator Equity Managed Floor ETF in the first quarter worth $96,000. Sound Income Strategies LLC bought a new stake in shares of Innovator Equity Managed Floor ETF in the first quarter worth $146,000. 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 valued at $152,000 after acquiring an additional 777 shares during the last quarter. Finally, First Heartland Consultants Inc. purchased a new stake in Innovator Equity Managed Floor ETF during the fourth quarter valued at $209,000.

Innovator Equity Managed Floor ETF Stock Performance

SFLR stock opened at $38.84 on Friday. The company has a market cap of $2.09 billion, a price-to-earnings ratio of 26.45 and a beta of 0.69. The business’s 50-day moving average is $38.24 and its two-hundred day moving average is $37.18. Innovator Equity Managed Floor ETF has a fifty-two week low of $33.49 and a fifty-two week 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.