Rothschild Wealth LLC Boosts Stock Holdings in Innovator U.S. Small Cap Managed Floor ETF $RFLR

Rothschild Wealth LLC raised its holdings in shares of Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) by 99.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,103 shares of the company’s stock after buying an additional 17,039 shares during the period. Rothschild Wealth LLC’s holdings in Innovator U.S. Small Cap Managed Floor ETF were worth $971,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Triumph Capital Management purchased a new stake in Innovator U.S. Small Cap Managed Floor ETF during the 3rd quarter valued at about $72,000. Perigon Wealth Management LLC purchased a new stake in Innovator U.S. Small Cap Managed Floor ETF during the 4th quarter valued at about $213,000. Capital Investment Advisory Services LLC lifted its position in Innovator U.S. Small Cap Managed Floor ETF by 20.5% in the fourth quarter. Capital Investment Advisory Services LLC now owns 9,335 shares of the company’s stock valued at $266,000 after purchasing an additional 1,591 shares during the last quarter. Signaturefd LLC bought a new stake in Innovator U.S. Small Cap Managed Floor ETF in the fourth quarter valued at approximately $349,000. Finally, Kingsview Wealth Management LLC bought a new stake in Innovator U.S. Small Cap Managed Floor ETF in the fourth quarter valued at approximately $385,000.

Innovator U.S. Small Cap Managed Floor ETF Stock Performance

Shares of RFLR stock opened at $30.92 on Monday. Innovator U.S. Small Cap Managed Floor ETF has a fifty-two week low of $24.14 and a fifty-two week high of $33.43. The stock has a 50 day moving average price of $29.88 and a two-hundred day moving average price of $29.31. The company has a market capitalization of $78.85 million, a P/E ratio of 15.96 and a beta of 0.65.

Innovator U.S. Small Cap Managed Floor ETF 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.