KWM
SFLR icon

Kingsview Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Kingsview Wealth Management’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 		$76.8M Buy
2,167,558
+280,861
+15% +$10.3M 1.05% 16
2025
Q4 		$69.5M Buy
1,886,697
+126,292
+7% +$4.61M 1% 16
2025
Q3 		$63.4M Buy
1,760,405
+75,942
+5% +$2.64M 0.97% 19
2025
Q2 		$56.5M Buy
1,684,463
+122,735
+8% +$3.92M 0.96% 19
2025
Q1 		$49M Buy
1,561,728
+1,210,207
+344% +$39.6M 0.92% 23
2024
Q4 		$11.5M Buy
351,521
+179,599
+104% +$5.87M 0.22% 83
2024
Q3 		$5.47M Buy
171,922
+42,430
+33% +$1.32M 0.12% 187
2024
Q2 		$4M Buy
129,492
+30,606
+31% +$916K 0.09% 209
2024
Q1 		$2.97M Buy
98,886
+88,762
+877% +$2.53M 0.07% 250
2023
Q4 		$277K Buy
+10,124
New +$265K 0.01% 797

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
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
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return