FIA
SFLR icon

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

Foundations Investment 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 		$2.84M Buy
80,272
+4,977
+7% +$182K 0.04% 307
2025
Q4 		$2.78M Buy
75,295
+32,798
+77% +$1.2M 0.04% 298
2025
Q3 		$1.53M Buy
42,497
+9,497
+29% +$331K 0.02% 368
2025
Q2 		$1.11M Buy
33,000
+3,651
+12% +$117K 0.02% 410
2025
Q1 		$921K Buy
29,349
+15,968
+119% +$522K 0.02% 421
2024
Q4 		$437K Buy
13,381
+4,963
+59% +$162K 0.01% 567
2024
Q3 		$268K Buy
+8,418
New +$262K 0.01% 669
2024
Q1 		– Sell
-802,878
Closed -$22.5M – 747
2023
Q4 		$22.5M Sell
802,878
-601,926
-43% -$15.8M 0.6% 38
2023
Q3 		$36M Buy
+1,404,804
New +$37M 1.11% 20

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