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Beck Capital Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Beck Capital Management’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
2023
Q1 		– Sell
-106,562
Closed -$2.43M – 136
2022
Q4 		$2.43M Buy
+106,562
New +$2.48M 1.02% 39

Other funds holding SFLR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Beck Capital Management's SFLR Position: Q1 2023 in Review

Beck Capital Management sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2023, closing a stake of 106,562 shares — an estimated $2.43M sold.

Beck Capital Management first reported a position in SFLR in Q4 2022 and held it in 1 quarter. The position peaked at $2.43M in Q4 2022. 10 funds tracked by Wall St. Rank hold SFLR as of Q1 2023.

  • Beck Capital Management reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2023 after selling out during the quarter.
  • Beck Capital Management sold 106,562 Innovator Equity Managed Floor ETF shares in Q1 2023, an estimated $2.43M.
  • Beck Capital Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2022 and held it in 1 quarter.
  • Beck Capital Management's Innovator Equity Managed Floor ETF position peaked at $2.43M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2023.

Based on Beck Capital Management's 13F filing for Q1 2023, filed 15 May 2023.