Pinnacle Wealth Management Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
152,964
+4,106
| +3% | +$138K | 2.94% | 9 |
|
|
2025
Q1 | $4.67M | Sell |
148,858
-24,340
| -14% | -$764K | 3.26% | 8 |
|
|
2024
Q4 | $5.65M | Buy |
173,198
+4,887
| +3% | +$160K | 3.52% | 8 |
|
|
2024
Q3 | $5.35M | Buy |
168,311
+4,604
| +3% | +$146K | 3.38% | 8 |
|
|
2024
Q2 | $5.06M | Buy |
163,707
+28,910
| +21% | +$893K | 3.42% | 8 |
|
|
2024
Q1 | $4.05M | Buy |
+134,797
| New | +$4.05M | 3.01% | 10 |
|