Summary
SFLR Chart
Innovator ETFs CIO Day Talks Goldman Sachs Acquisition, Future Options ETFs
In major ETF industry news last week, Goldman Sachs Asset Management completed its acquisition of Innovator Capital Management. Innovator has contributed immensely to ETF product development, with the firm notable for its defined outcome options ETFs.
QFLR: A Decent Hedge For A Bullish Portfolio, But There's A Better Option In SFLR
The Innovator Nasdaq-100 Managed Floor ETF (QFLR) offers downside protection via laddered puts but limits upside capture due to near-the-money call-selling strategy. Over 62% of QFLR's assets are in large-cap tech, with the rest diversified across consumer discretionary, staples, healthcare, and other sectors. QFLR's strategy effectively narrows drawdowns but struggles in volatile or rallying markets, making it less ideal for capturing Big Tech upside.
Innovator Equity Managed Floor ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,604 | $120,986.28 | $139,979.36 | $18,993.08 | 15.7% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 121,112 | $4.5M | $4.71M | $208,312.39 | 4.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 87,186 | $2.92M | $3.38M | $461,757.55 | 15.82% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 90,899 | $3.05M | $3.53M | $479,613.08 | 15.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,488 | $497,167.68 | $522,794.88 | $25,627.2 | 5.15% |
Innovator Equity Managed Floor ETF (SFLR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Innovator Equity Managed Floor ETF ever had a stock split?
Innovator Equity Managed Floor ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an actively managed Exchange-Traded Fund (ETF) focused on capitalizing on the large-cap U.S. equity market. Its primary goal is to provide investors with capital appreciation while simultaneously implementing strategies to minimize the potential for significant losses. This is notably achieved through a mix of investing in a diversified portfolio of equity securities and the strategic use of options. The fund targets securities that are part of the Solactive GBS United States 500 Index, adhering to a strategy designed to cater to investors looking for exposure to U.S. large-cap equities with a mitigated risk profile. Despite its broad array of holdings, it is classified as non-diverse.
Products and Services
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Diversified Portfolio of Equity Securities
This component of the fund’s strategy involves investment in a broad selection of equity securities that are part of the Solactive GBS United States 500 Index. This approach is intended to capture the performance and potential growth of major U.S. companies, thereby aiming to achieve capital appreciation over time. By leveraging the diversification inherent in this broad index, the fund seeks to reduce the volatility associated with individual securities and provide a more stable investment option.
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Put and Call Option Contracts
In an effort to further shield investors from the downside risks typically associated with equity investments, the fund employs the use of put and call option contracts. These financial instruments grant the fund the capability to manage exposure to market movements effectively. Put options can be a hedge against potential declines in the market, while call options can be utilized to capitalize on upward trends. This strategic use of options is key to the fund's goal of limiting the potential for maximum losses, adding a layer of protection for investors’ capital.
