NewCorp Financial Services Inc. Acquires Shares of 35,695 Innovator U.S. Small Cap Managed Floor ETF $RFLR

NewCorp Financial Services Inc. acquired a new stake in Innovator U.S. Small Cap Managed Floor ETF (NYSEARCA:RFLR) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 35,695 shares of the company’s stock, valued at approximately $1,016,000. Innovator U.S. Small Cap Managed Floor ETF accounts for approximately 0.9% of NewCorp Financial Services Inc.’s investment portfolio, making the stock its 18th biggest position.

A number of other institutional investors also recently added to or reduced their stakes in the business. Signal Advisors Wealth LLC boosted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 6.3% in the 4th quarter. Signal Advisors Wealth LLC now owns 18,550 shares of the company’s stock valued at $528,000 after purchasing an additional 1,092 shares in the last quarter. Capital Investment Advisory Services LLC boosted its holdings 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 valued at $266,000 after purchasing an additional 1,591 shares in the last quarter. Worth Financial Advisory Group LLC boosted its holdings in Innovator U.S. Small Cap Managed Floor ETF by 17.6% in the 4th quarter. Worth Financial Advisory Group LLC now owns 15,629 shares of the company’s stock valued at $445,000 after purchasing an additional 2,339 shares in the last quarter. Triumph Capital Management purchased a new stake in shares of Innovator U.S. Small Cap Managed Floor ETF during the 3rd quarter worth approximately $72,000. Finally, Envestnet Asset Management Inc. boosted its stake in shares of Innovator U.S. Small Cap Managed Floor ETF by 13.7% during the 3rd 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 Price Performance

Shares of NYSEARCA:RFLR opened at $30.92 on Monday. The business’s 50 day simple moving average is $29.88 and its 200-day simple moving average is $29.31. The firm has a market capitalization of $78.85 million, a price-to-earnings ratio of 15.96 and a beta of 0.65. Innovator U.S. Small Cap Managed Floor ETF has a 12 month low of $24.14 and a 12 month high of $33.43.

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.