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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
9,794
-1,403
-13% -$44.8K ﹤0.01% 1840
2025
Q1
$351K Sell
11,197
-1,427
-11% -$46.7K ﹤0.01% 1724
2024
Q4
$412K Buy
12,624
+6,131
+94% +$200K ﹤0.01% 1570
2024
Q3
$207K Buy
+6,493
New +$202K ﹤0.01% 1992

Other funds holding SFLR

Avantax Advisory Services's SFLR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 13% in Q2 2025, selling an estimated $44.8K and leaving 9,794 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Avantax Advisory Services first reported a position in SFLR in Q3 2024 and has held it in 4 quarters since. The position peaked at $412K in Q4 2024. 141 funds tracked by Wall St. Rank hold SFLR as of Q2 2025.

  • Avantax Advisory Services held 9,794 shares of Innovator Equity Managed Floor ETF worth $329K as of Q2 2025.
  • Avantax Advisory Services sold 1,403 Innovator Equity Managed Floor ETF shares in Q2 2025, an estimated $44.8K.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1840 holding.
  • Avantax Advisory Services first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Innovator Equity Managed Floor ETF position peaked at $412K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.