Innovator Equity Managed Floor ETF $SFLR Position Trimmed by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC reduced its holdings in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 5.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 1,276,156 shares of the company’s stock after selling 80,411 shares during the quarter. Innovator Equity Managed Floor ETF makes up 0.9% of Chicago Partners Investment Group LLC’s portfolio, making the stock its 18th biggest position. Chicago Partners Investment Group LLC owned approximately 2.86% of Innovator Equity Managed Floor ETF worth $46,746,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Gilpin Wealth Management LLC acquired a new stake in Innovator Equity Managed Floor ETF during the fourth quarter worth about $91,000. Physician Wealth Advisors Inc. acquired a new stake in Innovator Equity Managed Floor ETF in the first quarter worth $96,000. Fifth Third Bancorp acquired a new stake in Innovator Equity Managed Floor ETF in the first quarter worth $137,000. Sound Income Strategies LLC bought a new stake in Innovator Equity Managed Floor ETF in the first quarter valued at $146,000. Finally, Private Trust Co. NA boosted its holdings in shares of 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 period.

Innovator Equity Managed Floor ETF Stock Performance

Innovator Equity Managed Floor ETF stock opened at $38.86 on Monday. The company has a 50-day simple moving average of $38.29 and a 200-day simple moving average of $37.20. The firm has a market capitalization of $2.10 billion, a P/E ratio of 26.45 and a beta of 0.69. Innovator Equity Managed Floor ETF has a one year low of $33.49 and a one year high of $40.12.

Innovator Equity Managed Floor ETF Company 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.