Winnow Wealth LLC Has $8.60 Million Stock Position in Innovator Equity Managed Floor ETF $SFLR

Winnow Wealth LLC trimmed its position in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 7.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 242,979 shares of the company’s stock after selling 18,300 shares during the period. Innovator Equity Managed Floor ETF makes up approximately 6.6% of Winnow Wealth LLC’s holdings, making the stock its 2nd biggest holding. Winnow Wealth LLC owned 0.54% of Innovator Equity Managed Floor ETF worth $8,604,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of America Corp DE grew its holdings in Innovator Equity Managed Floor ETF by 10,697.3% during the third quarter. Bank of America Corp DE now owns 3,919,960 shares of the company’s stock valued at $141,236,000 after purchasing an additional 3,883,655 shares during the period. LPL Financial LLC raised its holdings in Innovator Equity Managed Floor ETF by 16.5% in the fourth quarter. LPL Financial LLC now owns 4,257,434 shares of the company’s stock worth $156,929,000 after purchasing an additional 601,796 shares during the period. Liberty Atlantic Advisors LLC acquired a new stake in Innovator Equity Managed Floor ETF in the fourth quarter worth $20,483,000. Advisory Services Network LLC boosted its position in shares of Innovator Equity Managed Floor ETF by 2,450.4% during the fourth quarter. Advisory Services Network LLC now owns 273,117 shares of the company’s stock worth $10,067,000 after purchasing an additional 262,408 shares in the last quarter. Finally, Americana Partners LLC bought a new position in shares of Innovator Equity Managed Floor ETF during the fourth quarter worth $9,596,000.

Innovator Equity Managed Floor ETF Stock Up 1.1%

Shares of SFLR stock opened at $38.20 on Friday. Innovator Equity Managed Floor ETF has a 12-month low of $33.49 and a 12-month high of $40.12. The firm has a market capitalization of $2.11 billion, a price-to-earnings ratio of 26.45 and a beta of 0.69. The firm has a fifty day moving average of $38.48 and a 200-day moving average of $37.33.

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.