CCG Wealth Management LLC Acquires 37,522 Shares of Innovator Equity Managed Floor ETF $SFLR

CCG Wealth Management LLC lifted its holdings in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 447.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,912 shares of the company’s stock after purchasing an additional 37,522 shares during the period. Innovator Equity Managed Floor ETF accounts for approximately 0.7% of CCG Wealth Management LLC’s portfolio, making the stock its 26th biggest holding. CCG Wealth Management LLC owned 0.12% of Innovator Equity Managed Floor ETF worth $1,692,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in SFLR. Jane Street Group LLC increased its stake in shares of Innovator Equity Managed Floor ETF by 194.5% in the first quarter. Jane Street Group LLC now owns 21,193 shares of the company’s stock worth $665,000 after purchasing an additional 13,997 shares during the period. NewEdge Advisors LLC increased its stake in shares of Innovator Equity Managed Floor ETF by 93.3% in the second quarter. NewEdge Advisors LLC now owns 278,721 shares of the company’s stock worth $9,357,000 after purchasing an additional 134,521 shares during the period. Quantinno Capital Management LP increased its stake in shares of Innovator Equity Managed Floor ETF by 3.8% in the second quarter. Quantinno Capital Management LP now owns 13,263 shares of the company’s stock worth $445,000 after purchasing an additional 486 shares during the period. Raymond James Financial Inc. bought a new position in shares of Innovator Equity Managed Floor ETF in the second quarter worth about $2,524,000. Finally, Bank of America Corp DE bought a new position in shares of Innovator Equity Managed Floor ETF in the second quarter worth about $1,219,000.

Innovator Equity Managed Floor ETF Stock Performance

Innovator Equity Managed Floor ETF stock opened at $35.81 on Wednesday. The business’s 50-day simple moving average is $36.38 and its 200-day simple moving average is $36.51. The firm has a market capitalization of $1.53 billion, a PE ratio of 26.45 and a beta of 0.73. Innovator Equity Managed Floor ETF has a 52 week low of $29.58 and a 52 week high of $37.79.

Innovator Equity Managed Floor ETF 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.