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Householder Group Estate & Retirement Specialist’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio QFLR Stock Details QFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$0 Sell
18
-37,077
-100% -$1.06M ﹤0.01% 1026
2024
Q3 		$1.02M Buy
+37,095
New +$1.01M 0.3% 73

Other funds holding QFLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
Davies Financial Advisors Murrieta, California $14.1K AUM 34.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QFLR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Innovator Nasdaq-100 Managed Floor ETF (QFLR) stake by 100% in Q4 2024, selling an estimated $1.06M and leaving 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Householder Group Estate & Retirement Specialist first reported a position in QFLR in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.02M in Q3 2024. 73 funds tracked by Wall St. Rank hold QFLR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 18 shares of Innovator Nasdaq-100 Managed Floor ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 37,077 Innovator Nasdaq-100 Managed Floor ETF shares in Q4 2024, an estimated $1.06M.
  • Innovator Nasdaq-100 Managed Floor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1026 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Innovator Nasdaq-100 Managed Floor ETF in Q3 2024 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's Innovator Nasdaq-100 Managed Floor ETF position peaked at $1.02M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.