GI
SFLR icon

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

Gradient 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
Q4 		– Sell
-9,502
Closed -$342K – 381
2025
Q3 		$342K Sell
9,502
-8,612
-48% -$300K 0.01% 323
2025
Q2 		$608K Buy
+18,114
New +$578K 0.01% 275

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments's SFLR Position: Q4 2025 in Review

Gradient Investments sold out of Innovator Equity Managed Floor ETF (SFLR) in Q4 2025, closing a stake of 9,502 shares — an estimated $342K sold.

Gradient Investments first reported a position in SFLR in Q2 2025 and held it in 2 quarters. The position peaked at $608K in Q2 2025. 175 funds tracked by Wall St. Rank hold SFLR as of Q4 2025.

  • Gradient Investments reported no remaining Innovator Equity Managed Floor ETF position as of Q4 2025 after selling out during the quarter.
  • Gradient Investments sold 9,502 Innovator Equity Managed Floor ETF shares in Q4 2025, an estimated $342K.
  • Gradient Investments first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and held it in 2 quarters.
  • Gradient Investments's Innovator Equity Managed Floor ETF position peaked at $608K in Q2 2025.
  • 175 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2025.

Based on Gradient Investments's 13F filing for Q4 2025, filed 8 Jan 2026.