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Coppell Advisory Solutions’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-881
Closed -$28.9K – 1576
2024
Q4 		$28.9K Hold
881
– – ﹤0.01% 750
2024
Q3 		$27.9K Hold
881
– – ﹤0.01% 738
2024
Q2 		$27.2K Buy
+881
New +$26.4K ﹤0.01% 670

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CPIG
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KWM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Coppell Advisory Solutions's SFLR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2025, closing a stake of 881 shares — an estimated $28.9K sold.

Coppell Advisory Solutions first reported a position in SFLR in Q2 2024 and held it in 3 quarters. The position peaked at $28.9K in Q4 2024. 122 funds tracked by Wall St. Rank hold SFLR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 881 Innovator Equity Managed Floor ETF shares in Q1 2025, an estimated $28.9K.
  • Coppell Advisory Solutions first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Innovator Equity Managed Floor ETF position peaked at $28.9K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.