WCG Wealth Advisors LLC Takes Position in Innovator Equity Managed Floor ETF $SFLR

WCG Wealth Advisors LLC bought a new stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 15,498 shares of the company’s stock, valued at approximately $571,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Bank of America Corp DE raised its stake in Innovator Equity Managed Floor ETF by 10,697.3% in 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 buying an additional 3,883,655 shares in the last quarter. Kingsview Wealth Management LLC raised its stake in Innovator Equity Managed Floor ETF by 7.2% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,886,697 shares of the company’s stock valued at $69,544,000 after buying an additional 126,292 shares in the last quarter. Liberty Atlantic Advisors LLC acquired a new stake in Innovator Equity Managed Floor ETF in the fourth quarter valued at $20,483,000. Envestnet Asset Management Inc. raised its stake in Innovator Equity Managed Floor ETF by 16.3% in the third quarter. Envestnet Asset Management Inc. now owns 440,709 shares of the company’s stock valued at $15,879,000 after buying an additional 61,925 shares in the last quarter. Finally, Wetzel Investment Advisors Inc. raised its stake in Innovator Equity Managed Floor ETF by 5.7% in the fourth quarter. Wetzel Investment Advisors Inc. now owns 436,484 shares of the company’s stock valued at $16,098,000 after buying an additional 23,507 shares in the last quarter.

Innovator Equity Managed Floor ETF Price Performance

Innovator Equity Managed Floor ETF stock opened at $38.15 on Friday. Innovator Equity Managed Floor ETF has a 1-year low of $32.74 and a 1-year high of $39.64. The stock has a market cap of $1.70 billion, a PE ratio of 26.45 and a beta of 0.68. The stock’s fifty day moving average is $37.13 and its two-hundred day moving average is $36.86.

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.