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

Capital Investment 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
2024
Q4 		– Sell
-189
Closed -$6.01K – 996
2024
Q3 		$6.01K Buy
+189
New +$5.89K ﹤0.01% 883

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DIM
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KWM
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Osaic Holdings
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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Capital Investment Advisory Services's SFLR Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Innovator Equity Managed Floor ETF (SFLR) in Q4 2024, closing a stake of 189 shares — an estimated $6.01K sold.

Capital Investment Advisory Services first reported a position in SFLR in Q3 2024 and held it in 1 quarter. The position peaked at $6.01K in Q3 2024. 114 funds tracked by Wall St. Rank hold SFLR as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Innovator Equity Managed Floor ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 189 Innovator Equity Managed Floor ETF shares in Q4 2024, an estimated $6.01K.
  • Capital Investment Advisory Services first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and held it in 1 quarter.
  • Capital Investment Advisory Services's Innovator Equity Managed Floor ETF position peaked at $6.01K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.