FIM
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Freedom Investment Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Freedom Investment Management’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 		$492K Sell
13,898
-648
-4% -$23.7K 0.15% 53
2025
Q4 		$536K Sell
14,546
-2,956
-17% -$108K 0.16% 52
2025
Q3 		$631K Sell
17,502
-17,052
-49% -$594K 0.17% 64
2025
Q2 		$1.16M Buy
34,554
+651
+2% +$20.8K 0.09% 208
2025
Q1 		$1.06M Buy
+33,903
New +$1.11M 0.09% 223

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 $377B 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 $7.33B 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 $4.48B 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

Freedom Investment Management's SFLR Position: Q1 2026 in Review

Freedom Investment Management reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 4.5% in Q1 2026, selling an estimated $23.7K and leaving 13,898 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #53.

Freedom Investment Management first reported a position in SFLR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q2 2025. 194 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Freedom Investment Management held 13,898 shares of Innovator Equity Managed Floor ETF worth $492K as of Q1 2026.
  • Freedom Investment Management sold 648 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $23.7K.
  • Innovator Equity Managed Floor ETF made up 0.15% of Freedom Investment Management's portfolio in Q1 2026, its #53 holding.
  • Freedom Investment Management first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and has held it in 5 quarters since.
  • Freedom Investment Management's Innovator Equity Managed Floor ETF position peaked at $1.16M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.