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Forefront Wealth Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Forefront Wealth Partners’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
Q2 		– Sell
-17,971
Closed -$564K – 126
2025
Q1 		$564K Buy
+17,971
New +$588K 0.38% 62

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KWM
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CPIG
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DIM
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Osaic Holdings
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Forefront Wealth Partners's SFLR Position: Q2 2025 in Review

Forefront Wealth Partners sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2025, closing a stake of 17,971 shares — an estimated $564K sold.

Forefront Wealth Partners first reported a position in SFLR in Q1 2025 and held it in 1 quarter. The position peaked at $564K in Q1 2025. 141 funds tracked by Wall St. Rank hold SFLR as of Q2 2025.

  • Forefront Wealth Partners reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 17,971 Innovator Equity Managed Floor ETF shares in Q2 2025, an estimated $564K.
  • Forefront Wealth Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Innovator Equity Managed Floor ETF position peaked at $564K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2025.

Based on Forefront Wealth Partners's 13F filing for Q2 2025, filed 20 Aug 2025.