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Householder Group Estate & Retirement Specialist’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
17
-45,688
-100% -$1.49M ﹤0.01% 1097
2024
Q3 		$1.45M Sell
45,705
-7,163
-14% -$223K 0.42% 47
2024
Q2 		$1.63M Buy
+52,868
New +$1.58M 0.46% 44

Other funds holding SFLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 100% in Q4 2024, selling an estimated $1.49M and leaving 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Householder Group Estate & Retirement Specialist first reported a position in SFLR in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.63M in Q2 2024. 114 funds tracked by Wall St. Rank hold SFLR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 17 shares of Innovator Equity Managed Floor ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 45,688 Innovator Equity Managed Floor ETF shares in Q4 2024, an estimated $1.49M.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1097 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Innovator Equity Managed Floor ETF position peaked at $1.63M in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2024.

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