Innovator Equity Managed Floor ETF $SFLR Stock Position Raised by Valmark Advisers Inc.

Valmark Advisers Inc. increased its holdings in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 532.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,709 shares of the company’s stock after acquiring an additional 33,434 shares during the quarter. Valmark Advisers Inc. owned approximately 0.09% of Innovator Equity Managed Floor ETF worth $1,406,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Gilpin Wealth Management LLC acquired a new stake in shares of Innovator Equity Managed Floor ETF during the 4th quarter worth approximately $91,000. Physician Wealth Advisors Inc. bought a new stake in shares of Innovator Equity Managed Floor ETF in the 1st quarter worth approximately $96,000. Fifth Third Bancorp acquired a new position in Innovator Equity Managed Floor ETF during the 1st quarter valued at approximately $137,000. Sound Income Strategies LLC acquired a new position in Innovator Equity Managed Floor ETF during the 1st quarter valued at approximately $146,000. Finally, Private Trust Co. NA boosted its position 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 valued at $152,000 after purchasing an additional 777 shares during the period.

Innovator Equity Managed Floor ETF Price Performance

Shares of SFLR opened at $38.70 on Tuesday. Innovator Equity Managed Floor ETF has a 12 month low of $33.49 and a 12 month high of $40.12. The stock has a fifty day moving average price of $38.33 and a 200 day moving average price of $37.21. The company has a market cap of $2.10 billion, a P/E ratio of 26.45 and a beta of 0.69.

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.