Independent Financial Group LLC Makes New Investment in Innovator U.S. Small Cap Managed Floor ETF $RFLR

Independent Financial Group LLC bought a new stake in shares of Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 140,792 shares of the company’s stock, valued at approximately $4,088,000. Independent Financial Group LLC owned approximately 0.06% of Innovator U.S. Small Cap Managed Floor ETF at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the business. Sound Income Strategies LLC purchased a new stake in shares of Innovator U.S. Small Cap Managed Floor ETF in the first quarter worth approximately $47,000. Triumph Capital Management purchased a new position in Innovator U.S. Small Cap Managed Floor ETF during the third quarter valued at approximately $72,000. Perigon Wealth Management LLC purchased a new position in Innovator U.S. Small Cap Managed Floor ETF during the fourth quarter valued at approximately $213,000. Brookstone Capital Management acquired a new position in Innovator U.S. Small Cap Managed Floor ETF in the 1st quarter valued at approximately $220,000. Finally, Capital Investment Advisory Services LLC lifted its position in Innovator U.S. Small Cap Managed Floor ETF by 20.5% in the 4th quarter. Capital Investment Advisory Services LLC now owns 9,335 shares of the company’s stock worth $266,000 after buying an additional 1,591 shares in the last quarter.

Innovator U.S. Small Cap Managed Floor ETF Stock Down 0.3%

Shares of NYSEARCA:RFLR opened at $32.60 on Friday. The firm has a fifty day moving average of $31.46 and a two-hundred day moving average of $30.17. The firm has a market capitalization of $89.65 million, a P/E ratio of 15.96 and a beta of 0.59. Innovator U.S. Small Cap Managed Floor ETF has a 12-month low of $25.31 and a 12-month high of $33.43.

Innovator U.S. Small Cap Managed Floor ETF Company Profile

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund that mostly invests in small-cap stocks. The fund aims to participate in 70% of upside appreciation of US small-cap stocks while hedging the downside risk using a laddered options strategy. The fund utilizes four, one-year FLEX options packages with staggered three-month expiration dates to target a maximum loss of approximately 8-12% on a rolling 12-month basis. RFLR was launched on Sep 17, 2024 and is issued by Innovator.