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Harbor Investment Advisory’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Harbor Investment Advisory’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
2024
Q1 		– Sell
-465
Closed -$12.7K – 1352
2023
Q4 		$12.7K Hold
465
– – ﹤0.01% 798
2023
Q3 		$11.9K Buy
+465
New +$12.2K ﹤0.01% 786

Other funds holding SFLR

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Harbor Investment Advisory's SFLR Position: Q1 2024 in Review

Harbor Investment Advisory sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2024, closing a stake of 465 shares — an estimated $12.7K sold.

Harbor Investment Advisory first reported a position in SFLR in Q3 2023 and held it in 2 quarters. The position peaked at $12.7K in Q4 2023. 42 funds tracked by Wall St. Rank hold SFLR as of Q1 2024.

  • Harbor Investment Advisory reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 465 Innovator Equity Managed Floor ETF shares in Q1 2024, an estimated $12.7K.
  • Harbor Investment Advisory first reported a position in Innovator Equity Managed Floor ETF in Q3 2023 and held it in 2 quarters.
  • Harbor Investment Advisory's Innovator Equity Managed Floor ETF position peaked at $12.7K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.