Beacon Financial Advisory’s Innovator Equity Managed Floor ETF SFLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
64,547
+8,550
| +15% | +$287K | 0.56% | 32 |
|
|
2025
Q1 | $1.76M | Buy |
55,997
+16,505
| +42% | +$518K | 0.53% | 38 |
|
|
2024
Q4 | $1.29M | Buy |
39,492
+7,450
| +23% | +$243K | 0.42% | 57 |
|
|
2024
Q3 | $1.02M | Buy |
32,042
+10,206
| +47% | +$325K | 0.35% | 82 |
|
|
2024
Q2 | $675K | Buy |
21,836
+8,221
| +60% | +$254K | 0.25% | 117 |
|
|
2024
Q1 | $409K | Buy |
+13,615
| New | +$409K | 0.2% | 141 |
|