HBW
SFLR icon

Hazlett, Burt & Watson’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Hazlett, Burt & Watson’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 		$117K Sell
3,319
-285
-8% -$10.4K 0.04% 323
2025
Q4 		$133K Sell
3,604
-814
-18% -$29.7K 0.04% 304
2025
Q3 		$158K Sell
4,418
-932
-17% -$32.4K 0.06% 258
2025
Q2 		$179K Buy
5,350
+3,777
+240% +$121K 0.07% 218
2025
Q1 		$50K Buy
1,573
+1,106
+237% +$36.2K 0.02% 356
2024
Q4 		$15K Sell
467
-14,302
-97% -$467K 0.01% 497
2024
Q3 		$469K Buy
14,769
+8,258
+127% +$257K 0.22% 108
2024
Q2 		$204K Buy
+6,511
New +$195K 0.11% 180

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 $376B 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 $7.32B 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 $4.47B 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