Siligmueller & Norvid Wealth Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$4.72M	Buy	+131,037	New	+$4.56M	2.12%	13

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SFLR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q3 2025: 131,037 shares worth $4.72M. The stake represents 2.12% of the portfolio and ranks #13 among its holdings.

145 funds tracked by Wall St. Rank hold SFLR as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 131,037 shares of Innovator Equity Managed Floor ETF worth $4.72M as of Q3 2025.
Innovator Equity Managed Floor ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
Innovator Equity Managed Floor ETF made up 2.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #13 holding.
145 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.