COFG Advisors LLC Purchases New Holdings in Innovator Equity Managed Floor ETF $SFLR

COFG Advisors LLC purchased a new stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) in the 4th quarter, HoldingsChannel reports. The fund purchased 132,904 shares of the company’s stock, valued at approximately $4,899,000. Innovator Equity Managed Floor ETF comprises approximately 1.2% of COFG Advisors LLC’s holdings, making the stock its 16th largest position.

Several other hedge funds have also made changes to their positions in the company. Kellett Wealth Advisors LLC lifted its position in shares of Innovator Equity Managed Floor ETF by 0.6% in the 4th quarter. Kellett Wealth Advisors LLC now owns 54,227 shares of the company’s stock valued at $1,999,000 after acquiring an additional 343 shares in the last quarter. Jones Financial Companies Lllp lifted its position in shares of Innovator Equity Managed Floor ETF by 33.4% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,640 shares of the company’s stock valued at $59,000 after acquiring an additional 411 shares in the last quarter. Quantinno Capital Management LP lifted its position in shares of Innovator Equity Managed Floor ETF by 3.8% in the 2nd quarter. Quantinno Capital Management LP now owns 13,263 shares of the company’s stock valued at $445,000 after acquiring an additional 486 shares in the last quarter. HFG Wealth Management LLC lifted its position in shares of Innovator Equity Managed Floor ETF by 0.3% in the 4th quarter. HFG Wealth Management LLC now owns 172,485 shares of the company’s stock valued at $6,358,000 after acquiring an additional 566 shares in the last quarter. Finally, Private Trust Co. NA lifted its position in shares of Innovator Equity Managed Floor ETF by 23.2% in the 4th 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 in the last quarter.

Innovator Equity Managed Floor ETF Stock Up 0.2%

SFLR stock opened at $38.96 on Tuesday. Innovator Equity Managed Floor ETF has a 12-month low of $32.34 and a 12-month high of $39.64. The company has a market cap of $1.74 billion, a price-to-earnings ratio of 26.45 and a beta of 0.67. The company has a 50 day moving average of $36.88 and a two-hundred day moving average of $36.80.

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.