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

Concurrent Investment Advisors LLC increased its position in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 118.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 128,850 shares of the company’s stock after purchasing an additional 69,785 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.34% of Innovator Equity Managed Floor ETF worth $4,749,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in SFLR. Jones Financial Companies Lllp raised its holdings in Innovator Equity Managed Floor ETF by 33.4% during the third quarter. Jones Financial Companies Lllp now owns 1,640 shares of the company’s stock worth $59,000 after purchasing an additional 411 shares in the last quarter. Private Trust Co. NA raised its holdings in Innovator Equity Managed Floor ETF by 1,106.5% during the third quarter. Private Trust Co. NA now owns 3,342 shares of the company’s stock worth $120,000 after purchasing an additional 3,065 shares in the last quarter. First Heartland Consultants Inc. purchased a new position in Innovator Equity Managed Floor ETF during the fourth quarter worth about $209,000. Wealthcare Advisory Partners LLC purchased a new position in Innovator Equity Managed Floor ETF during the fourth quarter worth about $218,000. Finally, Visionary Wealth Advisors purchased a new position in Innovator Equity Managed Floor ETF during the second quarter worth about $220,000.

Innovator Equity Managed Floor ETF Price Performance

NYSEARCA SFLR opened at $36.71 on Monday. The stock has a market capitalization of $1.63 billion, a P/E ratio of 26.45 and a beta of 0.73. Innovator Equity Managed Floor ETF has a 52-week low of $31.12 and a 52-week high of $37.79. The firm has a 50-day moving average price of $36.25 and a 200 day moving average price of $36.55.

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.