AAS
SFLR icon

Ameritas Advisory Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Ameritas Advisory Services’s Portfolio SFLR Stock Details SFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Sell
40,124
-7,251
-15% -$266K 0.06% 294
2025
Q4 		$1.75M Buy
+47,375
New +$1.73M 0.07% 252
2025
Q3 		– Sell
-46,161
Closed -$1.55M – 2797
2025
Q2 		$1.55M Sell
46,161
-35,965
-44% -$1.15M 0.08% 247
2025
Q1 		$2.58M Sell
82,126
-5,150
-6% -$168K 0.1% 191
2024
Q4 		$2.85M Buy
87,276
+37,844
+77% +$1.24M 0.1% 193
2024
Q3 		$1.57M Sell
49,432
-9,167
-16% -$285K 0.07% 282
2024
Q2 		$1.81M Buy
58,599
+8,041
+16% +$241K 0.07% 272
2024
Q1 		$1.52M Buy
+50,558
New +$1.44M 0.06% 290

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return