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Innovative Advisory Group, LLC’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Innovative Advisory Group, LLC’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
-38,242
Closed -$1.41M – 193
2025
Q4 		$1.41M Sell
38,242
-1,401
-4% -$51.1K 0.9% 19
2025
Q3 		$1.43M Buy
39,643
+9,488
+31% +$330K 0.88% 16
2025
Q2 		$1.01M Buy
30,155
+16
+0.1% +$511 0.85% 15
2025
Q1 		$946K Sell
30,139
-58
-0.2% -$1.9K 0.9% 14
2024
Q4 		$986K Buy
+30,197
New +$987K 0.86% 15

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 22.9% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Innovative Advisory Group, LLC's SFLR Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2026, closing a stake of 38,242 shares — an estimated $1.41M sold.

Innovative Advisory Group, LLC first reported a position in SFLR in Q4 2024 and held it in 5 quarters. The position peaked at $1.43M in Q3 2025. 196 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 38,242 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $1.41M.
  • Innovative Advisory Group, LLC first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Innovator Equity Managed Floor ETF position peaked at $1.43M in Q3 2025.
  • 196 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.