CA
SFLR icon

Clearstead Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Clearstead Advisors’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
2026
Q1 		$784K Sell
22,130
-3,268
-13% -$120K 0.01% 598
2025
Q4 		$936K Buy
25,398
+13,222
+109% +$482K 0.01% 496
2025
Q3 		$439K Sell
12,176
-11,000
-47% -$383K 0.01% 674
2025
Q2 		$778K Sell
23,176
-402
-2% -$12.8K 0.01% 500
2025
Q1 		$740K Sell
23,578
-13,004
-36% -$425K 0.01% 476
2024
Q4 		$1.19M Sell
36,582
-6,668
-15% -$218K 0.02% 378
2024
Q3 		$1.38M Buy
43,250
+12,778
+42% +$398K 0.02% 357
2024
Q2 		$941K Buy
30,472
+11,000
+56% +$329K 0.02% 405
2024
Q1 		$579K Buy
+19,472
New +$554K 0.03% 294

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 $376B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return