13,987 Shares in Innovator Equity Managed Floor ETF $SFLR Purchased by Beacon Financial Strategies CORP

Beacon Financial Strategies CORP purchased a new position in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 13,987 shares of the company’s stock, valued at approximately $540,000. Innovator Equity Managed Floor ETF comprises 0.3% of Beacon Financial Strategies CORP’s holdings, making the stock its 22nd largest position.

Several other large investors also recently modified their holdings of the company. Farther Finance Advisors LLC grew its stake in shares of Innovator Equity Managed Floor ETF by 21.0% during the 4th quarter. Farther Finance Advisors LLC now owns 165,139 shares of the company’s stock valued at $6,087,000 after purchasing an additional 28,677 shares during the period. WorthPointe LLC lifted its stake in shares of Innovator Equity Managed Floor ETF by 99.5% in the 4th quarter. WorthPointe LLC now owns 49,608 shares of the company’s stock worth $1,829,000 after purchasing an additional 24,738 shares during the period. Wetzel Investment Advisors Inc. lifted its stake in shares of Innovator Equity Managed Floor ETF by 12.1% in the 1st quarter. Wetzel Investment Advisors Inc. now owns 489,437 shares of the company’s stock worth $17,346,000 after purchasing an additional 52,953 shares during the period. Thrivent Financial for Lutherans boosted its holdings in shares of Innovator Equity Managed Floor ETF by 76.5% in the fourth quarter. Thrivent Financial for Lutherans now owns 212,824 shares of the company’s stock worth $7,873,000 after buying an additional 92,231 shares during the last quarter. Finally, COFG Advisors LLC purchased a new position in shares of Innovator Equity Managed Floor ETF in the fourth quarter worth approximately $4,899,000.

Innovator Equity Managed Floor ETF Trading Up 0.2%

Shares of NYSEARCA SFLR opened at $39.01 on Friday. The firm has a 50 day moving average of $38.51 and a 200 day moving average of $37.39. The firm has a market capitalization of $2.15 billion, a price-to-earnings ratio of 26.45 and a beta of 0.69. Innovator Equity Managed Floor ETF has a 12-month low of $34.46 and a 12-month high of $40.12.

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.