Private Trust Co. NA Increases Stock Position in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

Private Trust Co. NA increased its holdings in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR) by 13.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,743 shares of the company’s stock after purchasing an additional 322 shares during the period. Private Trust Co. NA’s holdings in Innovator Equity Managed Floor ETF were worth $90,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of SFLR. Private Advisor Group LLC purchased a new position in shares of Innovator Equity Managed Floor ETF in the 3rd quarter valued at $203,000. Merit Financial Group LLC boosted its position in Innovator Equity Managed Floor ETF by 18.1% during the fourth quarter. Merit Financial Group LLC now owns 9,258 shares of the company’s stock valued at $302,000 after purchasing an additional 1,420 shares in the last quarter. Davies Financial Advisors Inc. grew its stake in Innovator Equity Managed Floor ETF by 24.4% in the fourth quarter. Davies Financial Advisors Inc. now owns 226,440 shares of the company’s stock valued at $7,393,000 after purchasing an additional 44,487 shares during the last quarter. Sugarloaf Wealth Management LLC grew its stake in Innovator Equity Managed Floor ETF by 71.9% in the fourth quarter. Sugarloaf Wealth Management LLC now owns 13,390 shares of the company’s stock valued at $437,000 after purchasing an additional 5,601 shares during the last quarter. Finally, U.S. Capital Wealth Advisors LLC bought a new position in Innovator Equity Managed Floor ETF in the fourth quarter worth about $404,000.

Innovator Equity Managed Floor ETF Stock Performance

SFLR stock opened at $32.24 on Wednesday. The firm has a 50-day simple moving average of $33.18 and a two-hundred day simple moving average of $32.53. Innovator Equity Managed Floor ETF has a one year low of $28.54 and a one year high of $34.20. The firm has a market cap of $727.01 million, a price-to-earnings ratio of 27.12 and a beta of 0.72.

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.