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SFLR icon

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

NewEdge 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 		$4.82M Buy
136,113
+6,826
+5% +$250K 0.02% 704
2025
Q4 		$4.77M Sell
129,287
-6,343
-5% -$231K 0.02% 675
2025
Q3 		$4.89M Sell
135,630
-143,091
-51% -$4.98M 0.02% 636
2025
Q2 		$9.36M Buy
278,721
+134,521
+93% +$4.3M 0.05% 385
2025
Q1 		$4.53M Buy
144,200
+35,993
+33% +$1.18M 0.03% 541
2024
Q4 		$3.53M Buy
108,207
+13,225
+14% +$432K 0.02% 611
2024
Q3 		$3.02M Sell
94,982
-65,590
-41% -$2.04M 0.02% 635
2024
Q2 		$4.96M Buy
160,572
+30,960
+24% +$926K 0.04% 450
2024
Q1 		$3.89M Buy
+129,612
New +$3.69M 0.03% 476

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 $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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 $4.48B 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