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Realta Investment Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Realta Investment 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
Q3 		– Sell
-200
Closed -$6.18K – 702
2024
Q2 		$6.18K Buy
+200
New +$5.98K ﹤0.01% 708

Other funds holding SFLR

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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 $374B AUM 17.66% 1-Year Est. Return

Realta Investment Advisors's SFLR Position: Q3 2024 in Review

Realta Investment Advisors sold out of Innovator Equity Managed Floor ETF (SFLR) in Q3 2024, closing a stake of 200 shares — an estimated $6.18K sold.

Realta Investment Advisors first reported a position in SFLR in Q2 2024 and held it in 1 quarter. The position peaked at $6.18K in Q2 2024. 91 funds tracked by Wall St. Rank hold SFLR as of Q3 2024.

  • Realta Investment Advisors reported no remaining Innovator Equity Managed Floor ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 200 Innovator Equity Managed Floor ETF shares in Q3 2024, an estimated $6.18K.
  • Realta Investment Advisors first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and held it in 1 quarter.
  • Realta Investment Advisors's Innovator Equity Managed Floor ETF position peaked at $6.18K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.