LA
SFLR icon

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

Lifeworks 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
2026
Q1 		– Sell
-37,414
Closed -$1.38M – 333
2025
Q4 		$1.38M Buy
37,414
+5,467
+17% +$199K 0.18% 118
2025
Q3 		$1.15M Sell
31,947
-123
-0.4% -$4.28K 0.15% 125
2025
Q2 		$1.08M Buy
32,070
+477
+2% +$15.2K 0.16% 125
2025
Q1 		$992K Buy
+31,593
New +$1.03M 0.16% 126

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

Lifeworks Advisors's SFLR Position: Q1 2026 in Review

Lifeworks Advisors sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2026, closing a stake of 37,414 shares — an estimated $1.38M sold.

Lifeworks Advisors first reported a position in SFLR in Q1 2025 and held it in 4 quarters. The position peaked at $1.38M in Q4 2025. 196 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Lifeworks Advisors reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 37,414 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $1.38M.
  • Lifeworks Advisors first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and held it in 4 quarters.
  • Lifeworks Advisors's Innovator Equity Managed Floor ETF position peaked at $1.38M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.