Liberty Atlantic Advisors LLC Purchases Shares of 147,963 Innovator U.S. Small Cap Managed Floor ETF $RFLR

Liberty Atlantic Advisors LLC purchased a new stake in Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 147,963 shares of the company’s stock, valued at approximately $4,220,000. Innovator U.S. Small Cap Managed Floor ETF accounts for approximately 4.1% of Liberty Atlantic Advisors LLC’s portfolio, making the stock its 4th biggest position. Liberty Atlantic Advisors LLC owned approximately 8.22% of Innovator U.S. Small Cap Managed Floor ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Capital Investment Advisory Services LLC increased its position in Innovator U.S. Small Cap Managed Floor ETF by 20.5% in the 4th quarter. Capital Investment Advisory Services LLC now owns 9,335 shares of the company’s stock valued at $266,000 after acquiring an additional 1,591 shares during the period. Signaturefd LLC acquired a new position in Innovator U.S. Small Cap Managed Floor ETF in the 4th quarter valued at approximately $349,000. Perigon Wealth Management LLC acquired a new position in Innovator U.S. Small Cap Managed Floor ETF in the 4th quarter valued at approximately $213,000. Worth Financial Advisory Group LLC increased its position in Innovator U.S. Small Cap Managed Floor ETF by 17.6% in the 4th quarter. Worth Financial Advisory Group LLC now owns 15,629 shares of the company’s stock valued at $445,000 after acquiring an additional 2,339 shares during the period. Finally, Signal Advisors Wealth LLC increased its position in Innovator U.S. Small Cap Managed Floor ETF by 6.3% in the 4th quarter. Signal Advisors Wealth LLC now owns 18,550 shares of the company’s stock valued at $528,000 after acquiring an additional 1,092 shares during the period.

Innovator U.S. Small Cap Managed Floor ETF Stock Performance

Shares of NYSEARCA RFLR opened at $30.44 on Wednesday. Innovator U.S. Small Cap Managed Floor ETF has a 52-week low of $23.80 and a 52-week high of $33.43. The firm has a 50 day moving average price of $29.46 and a two-hundred day moving average price of $29.03. The stock has a market cap of $77.62 million, a P/E ratio of 15.96 and a beta of 0.65.

Innovator U.S. Small Cap Managed Floor ETF Profile

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in 70% of upside appreciation of US small-cap stocks while hedging the downside risk using a laddered options strategy. The fund utilizes four, one-year FLEX options packages with staggered three-month expiration dates to target a maximum loss of approximately 8-12% on a rolling 12-month basis. RFLR was launched on Sep 17, 2024 and is issued by Innovator.