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City National Bank of Florida’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

City National Bank of Florida’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
Q3 		– Sell
-6,254
Closed -$210K – 137
2025
Q2 		$210K Buy
+6,254
New +$200K 0.15% 124

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $7.33B AUM 16.07% 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 $559M AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

City National Bank of Florida's SFLR Position: Q3 2025 in Review

City National Bank of Florida sold out of Innovator Equity Managed Floor ETF (SFLR) in Q3 2025, closing a stake of 6,254 shares — an estimated $210K sold.

City National Bank of Florida first reported a position in SFLR in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 145 funds tracked by Wall St. Rank hold SFLR as of Q3 2025.

  • City National Bank of Florida reported no remaining Innovator Equity Managed Floor ETF position as of Q3 2025 after selling out during the quarter.
  • City National Bank of Florida sold 6,254 Innovator Equity Managed Floor ETF shares in Q3 2025, an estimated $210K.
  • City National Bank of Florida first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and held it in 1 quarter.
  • City National Bank of Florida's Innovator Equity Managed Floor ETF position peaked at $210K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2025.

Based on City National Bank of Florida's 13F filing for Q3 2025, filed 14 Nov 2025.