Great Waters Wealth Management’s SFL Corp SFL Stock Holding History

Great Waters Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153K	Hold	15,000	–	–	0.01%	126
2026 Q1	$162K	Hold	15,000	–	–	0.02%	119
2025 Q4	$117K	Hold	15,000	–	–	0.01%	116
2025 Q3	$113K	Hold	15,000	–	–	0.01%	113
2025 Q2	$125K	Hold	15,000	–	–	0.02%	108
2025 Q1	$123K	Buy	15,000 +5,000	+50%	+$48.3K	0.02%	101
2024 Q4	$102K	Hold	10,000	–	–	0.01%	111
2024 Q3	$116K	Hold	10,000	–	–	0.02%	109
2024 Q2	$139K	Hold	10,000	–	–	0.02%	103
2024 Q1	$132K	Hold	10,000	–	–	0.02%	98
2023 Q4	$116K	Hold	10,000	–	–	0.02%	95
2023 Q3	$111K	Hold	10,000	–	–	0.02%	91
2023 Q2	$93.3K	Buy	+10,000	New	+$90.5K	0.02%	94

Other funds holding SFL

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return