SFA
SFLR icon

Sequoia Financial Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sequoia Financial 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
2026
Q1 		$1.03M Sell
29,150
-9,047
-24% -$331K 0.01% 883
2025
Q4 		$1.41M Hold
38,197
– – 0.01% 724
2025
Q3 		$1.38M Sell
38,197
-9,408
-20% -$327K 0.01% 650
2025
Q2 		$1.6M Sell
47,605
-9,902
-17% -$316K 0.01% 531
2025
Q1 		$1.81M Buy
57,507
+23,538
+69% +$770K 0.01% 456
2024
Q4 		$1.11M Buy
33,969
+2,367
+7% +$77.3K 0.01% 552
2024
Q3 		$1.01M Buy
31,602
+18,215
+136% +$567K 0.01% 543
2024
Q2 		$414K Buy
+13,387
New +$401K 0.01% 767

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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return