Fidelity Investments
SFLR icon

Fidelity Investments’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Fidelity Investments’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
-8
Closed -$261 – 5644
2024
Q4 		$261 Buy
+8
New +$261 ﹤0.01% 5039

Other funds holding SFLR

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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $14.1K AUM 34.31% 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 $49B AUM 25.55% 1-Year Est. Return

Fidelity Investments's SFLR Position: Q1 2025 in Review

Fidelity Investments sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2025, closing a stake of 8 shares — an estimated $261 sold.

Fidelity Investments first reported a position in SFLR in Q4 2024 and held it in 1 quarter. The position peaked at $261 in Q4 2024. 123 funds tracked by Wall St. Rank hold SFLR as of Q1 2025.

  • Fidelity Investments reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 8 Innovator Equity Managed Floor ETF shares in Q1 2025, an estimated $261.
  • Fidelity Investments first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and held it in 1 quarter.
  • Fidelity Investments's Innovator Equity Managed Floor ETF position peaked at $261 in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.