Winnow Wealth LLC Boosts Stake in Innovator U.S. Small Cap Managed Floor ETF $RFLR

Winnow Wealth LLC lifted its stake in Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) by 30.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 114,981 shares of the company’s stock after purchasing an additional 26,710 shares during the period. Innovator U.S. Small Cap Managed Floor ETF accounts for approximately 2.5% of Winnow Wealth LLC’s holdings, making the stock its 9th largest holding. Winnow Wealth LLC owned about 6.22% of Innovator U.S. Small Cap Managed Floor ETF worth $3,334,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Signal Advisors Wealth LLC lifted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 6.3% during the fourth quarter. Signal Advisors Wealth LLC now owns 18,550 shares of the company’s stock worth $528,000 after acquiring an additional 1,092 shares in the last quarter. Capital Investment Advisory Services LLC lifted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 20.5% during the fourth quarter. Capital Investment Advisory Services LLC now owns 9,335 shares of the company’s stock worth $266,000 after acquiring an additional 1,591 shares in the last quarter. Worth Financial Advisory Group LLC lifted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 17.6% during the fourth quarter. Worth Financial Advisory Group LLC now owns 15,629 shares of the company’s stock worth $445,000 after acquiring an additional 2,339 shares in the last quarter. Triumph Capital Management bought a new position in Innovator U.S. Small Cap Managed Floor ETF during the third quarter worth about $72,000. Finally, Envestnet Asset Management Inc. lifted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 13.7% during the third quarter. Envestnet Asset Management Inc. now owns 27,854 shares of the company’s stock worth $773,000 after acquiring an additional 3,357 shares in the last quarter.

Innovator U.S. Small Cap Managed Floor ETF Trading Up 0.4%

RFLR stock opened at $30.70 on Tuesday. The business’s 50-day moving average price is $30.12 and its two-hundred day moving average price is $29.44. The firm has a market cap of $78.29 million, a PE ratio of 15.96 and a beta of 0.64. Innovator U.S. Small Cap Managed Floor ETF has a 1-year low of $24.65 and a 1-year 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.