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Atria Wealth Solutions’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-9,733
Closed -$306K – 1848
2025
Q1 		$306K Hold
9,733
– – ﹤0.01% 1449
2024
Q4 		$318K Buy
9,733
+4
+0% +$131 ﹤0.01% 1512
2024
Q3 		$309K Buy
+9,729
New +$303K ﹤0.01% 1490

Other funds holding SFLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's SFLR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2025, closing a stake of 9,733 shares — an estimated $306K sold.

Atria Wealth Solutions first reported a position in SFLR in Q3 2024 and held it in 3 quarters. The position peaked at $318K in Q4 2024. 141 funds tracked by Wall St. Rank hold SFLR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,733 Innovator Equity Managed Floor ETF shares in Q2 2025, an estimated $306K.
  • Atria Wealth Solutions first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Innovator Equity Managed Floor ETF position peaked at $318K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.