GRP
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Global Retirement Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Global Retirement 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
Q4 		$6.37M Buy
172,911
+16,400
+10% +$598K 0.11% 170
2025
Q3 		$5.64M Buy
156,511
+39,013
+33% +$1.36M 0.13% 149
2025
Q2 		$3.94M Buy
+117,498
New +$3.75M 0.1% 192
2024
Q4 		$2.16M Buy
66,119
+47,462
+254% +$1.55M 0.06% 288
2024
Q3 		$593K Buy
18,657
+6,020
+48% +$187K 0.02% 587
2024
Q2 		$390K Buy
12,637
+11,137
+742% +$333K 0.01% 680
2024
Q1 		$45K Buy
+1,500
New +$42.7K ﹤0.01% 1457

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Retirement Partners's SFLR Position: Q4 2025 in Review

Global Retirement Partners increased its Innovator Equity Managed Floor ETF (SFLR) stake by 10% in Q4 2025, buying an estimated $598K and bringing the position to 172,911 shares worth $6.37M. The position accounts for 0.11% of the portfolio, ranked #170.

Global Retirement Partners first reported a position in SFLR in Q1 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold SFLR as of Q4 2025.

  • Global Retirement Partners held 172,911 shares of Innovator Equity Managed Floor ETF worth $6.37M as of Q4 2025.
  • Global Retirement Partners bought 16,400 Innovator Equity Managed Floor ETF shares in Q4 2025, an estimated $598K.
  • Innovator Equity Managed Floor ETF made up 0.11% of Global Retirement Partners's portfolio in Q4 2025, its #170 holding.
  • Global Retirement Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 7 quarters since.
  • 174 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.