Sard 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	$662K	Buy	19,707 +17	+0.1%	+$571	0.41%	25
2025 Q1	$618K	Buy	19,690 +22	+0.1%	+$691	0.41%	24
2024 Q4	$642K	Buy	19,668 +4,339	+28%	+$142K	0.43%	23
2024 Q3	$488K	Buy	15,329 +2,084	+16%	+$66.3K	0.32%	26
2024 Q2	$409K	Buy	+13,245	New	+$409K	0.29%	28