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Keystone Wealth Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Keystone Wealth Services’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 		– Sell
-9,822
Closed -$362K – 319
2025
Q4 		$362K Sell
9,822
-400
-4% -$14.6K 0.08% 187
2025
Q3 		$368K Sell
10,222
-1,505
-13% -$52.4K 0.08% 221
2025
Q2 		$394K Sell
11,727
-13,619
-54% -$435K 0.1% 199
2025
Q1 		$796K Buy
+25,346
New +$829K 0.22% 107

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Keystone Wealth Services's SFLR Position: Q1 2026 in Review

Keystone Wealth Services sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2026, closing a stake of 9,822 shares — an estimated $362K sold.

Keystone Wealth Services first reported a position in SFLR in Q1 2025 and held it in 4 quarters. The position peaked at $796K in Q1 2025. 196 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Keystone Wealth Services reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 9,822 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $362K.
  • Keystone Wealth Services first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and held it in 4 quarters.
  • Keystone Wealth Services's Innovator Equity Managed Floor ETF position peaked at $796K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.