Simplicity Wealth’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Simplicity Wealth’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	–	Sell	-6,254	Closed	-$210K	–	736
2025 Q2	$210K	Buy	+6,254	New	+$200K	0.01%	565

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

Simplicity Wealth's SFLR Position: Q3 2025 in Review

Simplicity Wealth sold out of Innovator Equity Managed Floor ETF (SFLR) in Q3 2025, closing a stake of 6,254 shares — an estimated $210K sold.

Simplicity Wealth first reported a position in SFLR in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 145 funds tracked by Wall St. Rank hold SFLR as of Q3 2025.

Simplicity Wealth reported no remaining Innovator Equity Managed Floor ETF position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 6,254 Innovator Equity Managed Floor ETF shares in Q3 2025, an estimated $210K.
Simplicity Wealth first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and held it in 1 quarter.
Simplicity Wealth's Innovator Equity Managed Floor ETF position peaked at $210K in Q2 2025.
145 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.