LexAurum Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

LexAurum Advisors’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
2025 Q3	–	Sell	-7,215	Closed	-$242K	–	384
2025 Q2	$242K	Hold	7,215	–	–	0.04%	312
2025 Q1	$226K	Sell	7,215 -600	-8%	-$19.6K	0.04%	312
2024 Q4	$255K	Hold	7,815	–	–	0.05%	287
2024 Q3	$249K	Buy	+7,815	New	+$243K	0.05%	263

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIA

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

LexAurum Advisors's SFLR Position: Q3 2025 in Review

LexAurum Advisors sold out of Innovator Equity Managed Floor ETF (SFLR) in Q3 2025, closing a stake of 7,215 shares — an estimated $242K sold.

LexAurum Advisors first reported a position in SFLR in Q3 2024 and held it in 4 quarters. The position peaked at $255K in Q4 2024. 145 funds tracked by Wall St. Rank hold SFLR as of Q3 2025.

LexAurum Advisors reported no remaining Innovator Equity Managed Floor ETF position as of Q3 2025 after selling out during the quarter.
LexAurum Advisors sold 7,215 Innovator Equity Managed Floor ETF shares in Q3 2025, an estimated $242K.
LexAurum Advisors first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and held it in 4 quarters.
LexAurum Advisors's Innovator Equity Managed Floor ETF position peaked at $255K in Q4 2024.
145 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.