PWA
SFLR icon

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

Pillar Wealth 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
2024
Q2 		– Sell
-38,910
Closed -$1.17M – 69
2024
Q1 		$1.17M Hold
38,910
– – 0.88% 29
2023
Q4 		$1.06M Hold
38,910
– – 0.82% 30
2023
Q3 		$997K Buy
+38,910
New +$1.02M 0.86% 28

Other funds holding SFLR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pillar Wealth Advisors's SFLR Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2024, closing a stake of 38,910 shares — an estimated $1.17M sold.

Pillar Wealth Advisors first reported a position in SFLR in Q3 2023 and held it in 3 quarters. The position peaked at $1.17M in Q1 2024. 67 funds tracked by Wall St. Rank hold SFLR as of Q2 2024.

  • Pillar Wealth Advisors reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 38,910 Innovator Equity Managed Floor ETF shares in Q2 2024, an estimated $1.17M.
  • Pillar Wealth Advisors first reported a position in Innovator Equity Managed Floor ETF in Q3 2023 and held it in 3 quarters.
  • Pillar Wealth Advisors's Innovator Equity Managed Floor ETF position peaked at $1.17M in Q1 2024.
  • 67 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.