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

Noble Wealth Management PBC’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
Q4 		– Sell
-300
Closed -$10.8K – 611
2025
Q3 		$10.8K Buy
+300
New +$10.4K 0.01% 429
2025
Q1 		$9.42K Hold
300
– – 0.01% 388
2024
Q4 		$9.79K Buy
+300
New +$9.8K 0.01% 346

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 $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $5B AUM 26.84% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Noble Wealth Management PBC's SFLR Position: Q4 2025 in Review

Noble Wealth Management PBC sold out of Innovator Equity Managed Floor ETF (SFLR) in Q4 2025, closing a stake of 300 shares — an estimated $10.8K sold.

Noble Wealth Management PBC first reported a position in SFLR in Q4 2024 and held it in 3 quarters. The position peaked at $10.8K in Q3 2025. 174 funds tracked by Wall St. Rank hold SFLR as of Q4 2025.

  • Noble Wealth Management PBC reported no remaining Innovator Equity Managed Floor ETF position as of Q4 2025 after selling out during the quarter.
  • Noble Wealth Management PBC sold 300 Innovator Equity Managed Floor ETF shares in Q4 2025, an estimated $10.8K.
  • Noble Wealth Management PBC first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and held it in 3 quarters.
  • Noble Wealth Management PBC's Innovator Equity Managed Floor ETF position peaked at $10.8K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2025.

Based on Noble Wealth Management PBC's 13F filing for Q4 2025, filed 5 Jan 2026.