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Upturn AI SWOT - About
Innovator Equity Managed Floor ETF (SFLR)
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Upturn Advisory Summary
08/29/2025: SFLR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 36.75% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 29.14 - 34.13 | Updated Date 06/29/2025 |
52 Weeks Range 29.14 - 34.13 | Updated Date 06/29/2025 |
Upturn AI SWOT
Innovator Equity Managed Floor ETF
ETF Overview
Overview
Innovator Equity Managed Floor ETFs aim to provide exposure to the equity market while seeking to limit downside risk via defined outcome strategies. These ETFs invest in derivatives and reset annually, offering a buffered or capped return profile.
Reputation and Reliability
Innovator Capital Management is known for its defined outcome ETFs, with a generally positive reputation for innovation in the ETF space.
Management Expertise
Innovator Capital Management has a dedicated team with expertise in derivatives and structured products.
Investment Objective
Goal
To provide investors with equity market exposure while seeking to manage downside risk using defined outcome strategies.
Investment Approach and Strategy
Strategy: These ETFs employ a defined outcome strategy using options to provide a capped upside and a buffered downside. They reset annually.
Composition The ETFs primarily consist of FLEX Options referencing an equity index, such as the S&P 500.
Market Position
Market Share: The ETFu2019s market share varies based on the specific fund and target market, but Innovator is a significant player in the defined outcome ETF segment.
Total Net Assets (AUM): Data varies greatly depending on the specific floor ETF. Needs to be inserted on an individual ETF basis.
Competitors
Key Competitors
- FTLS
- FLQM
- FLSP
Competitive Landscape
The competitive landscape is moderately fragmented with several players offering defined outcome ETFs. Innovator has a first-mover advantage and brand recognition. However, competitors may offer lower fees or different risk/reward profiles. Innovator ETF's benefit is brand recognition but the disadvantage is the complexity of product offerings.
Financial Performance
Historical Performance: Historical performance varies greatly depending on the specific floor ETF and the period measured. Must be inserted on an individual ETF basis.
Benchmark Comparison: The ETF is typically compared to the S&P 500, but its performance will deviate based on the buffer and cap levels.
Expense Ratio: Ranges between 0.79% to 0.99% depending on the specific floor ETF.
Liquidity
Average Trading Volume
Average trading volume varies depending on the fund, impacting the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread also varies, but is generally manageable for the more popular funds.
Market Dynamics
Market Environment Factors
Market volatility, interest rates, and investor sentiment towards risk influence the demand for defined outcome ETFs. High volatility usually leads to increased demand.
Growth Trajectory
Growth depends on investor adoption of defined outcome strategies and overall market conditions; new funds and enhanced offerings contribute to Innovator's growth.
Moat and Competitive Advantages
Competitive Edge
Innovator's primary competitive advantage lies in its pioneering status and specialization in defined outcome ETFs. They have built strong brand recognition and expertise in structuring these complex products. Their ETF structures provide investors with tools to help manage risk, reduce volatility, and help investors remain invested during turbulent times. The strong brand is helping to increase the overall AUM and growth.
Risk Analysis
Volatility
Volatility is generally lower than the underlying index due to the defined outcome structure, but capped returns can be a significant risk during bull markets.
Market Risk
The ETF is exposed to market risk of the underlying equity index, as well as risks associated with options trading, such as counterparty risk.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking to participate in equity market gains while limiting potential losses. Also it is for investors who are approaching retirement and seeking capital preservation.
Market Risk
It is suitable for long-term investors seeking to manage risk or those implementing tactical asset allocation strategies. Not ideal for passive index followers.
Summary
Innovator Equity Managed Floor ETFs offer a unique approach to equity investing by providing defined outcome strategies. Using options, these ETFs seek to protect against downside risk while offering capped upside potential. They cater to risk-averse investors looking for downside protection or income strategies. The fund may not be ideal for investors seeking maximum growth potential during strong bull markets, given the capped returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator Capital Management Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is based on available information and may not be exact. ETF performance is subject to market risk.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innovator Equity Managed Floor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to provide capital appreciation through participation in the large-capitalization U.S. equity markets while limiting the potential for maximum losses. The Advisor intends to invest in a diversified portfolio of equity securities that are included in the Solactive GBS United States 500 Index, together with put and call option contracts in an effort to reduce the potential for losses associated with the returns of U.S. large capitalization equity market investments. It is non-diversified.
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