Concurrent Investment Advisors LLC Raises Holdings in Innovator Equity Managed Floor ETF $SFLR

Concurrent Investment Advisors LLC grew its stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 350.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 59,065 shares of the company’s stock after buying an additional 45,949 shares during the quarter. Concurrent Investment Advisors LLC owned 0.18% of Innovator Equity Managed Floor ETF worth $2,128,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in SFLR. Global Retirement Partners LLC grew its holdings in Innovator Equity Managed Floor ETF by 33.2% during the 3rd quarter. Global Retirement Partners LLC now owns 156,511 shares of the company’s stock worth $5,639,000 after acquiring an additional 39,013 shares in the last quarter. Beacon Financial Group grew its stake in shares of Innovator Equity Managed Floor ETF by 21.2% during the third quarter. Beacon Financial Group now owns 116,946 shares of the company’s stock worth $4,214,000 after purchasing an additional 20,467 shares in the last quarter. CWM LLC increased its holdings in Innovator Equity Managed Floor ETF by 156.4% in the third quarter. CWM LLC now owns 47,968 shares of the company’s stock valued at $1,728,000 after buying an additional 29,257 shares during the last quarter. Brookstone Capital Management increased its holdings in Innovator Equity Managed Floor ETF by 43.1% in the third quarter. Brookstone Capital Management now owns 109,994 shares of the company’s stock valued at $3,963,000 after buying an additional 33,151 shares during the last quarter. Finally, Worth Financial Advisory Group LLC raised its stake in Innovator Equity Managed Floor ETF by 16.7% in the third quarter. Worth Financial Advisory Group LLC now owns 164,479 shares of the company’s stock valued at $5,926,000 after buying an additional 23,543 shares in the last quarter.

Innovator Equity Managed Floor ETF Stock Performance

NYSEARCA:SFLR opened at $37.25 on Friday. Innovator Equity Managed Floor ETF has a 1 year low of $29.14 and a 1 year high of $37.47. The stock has a market cap of $1.40 billion, a P/E ratio of 26.45 and a beta of 0.72. The stock has a 50-day simple moving average of $36.75 and a 200-day simple moving average of $35.75.

Innovator Equity Managed Floor ETF Cuts Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Wednesday, December 31st were issued a $0.0221 dividend. This represents a $0.09 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Wednesday, December 31st.

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.