PCA
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Prosperity Capital Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Prosperity Capital 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
2025
Q4 		– Sell
-25,184
Closed -$907K – 440
2025
Q3 		$907K Buy
25,184
+29
+0.1% +$1.01K 0.05% 203
2025
Q2 		$844K Buy
25,155
+1
+0% +$32 0.06% 195
2025
Q1 		$790K Buy
25,154
+50
+0.2% +$1.64K 0.06% 182
2024
Q4 		$820K Buy
25,104
+29
+0.1% +$948 0.07% 173
2024
Q3 		$798K Buy
+25,075
New +$781K 0.07% 179

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 $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 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 $117M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return