SCA
SFLR icon

Southern Capital Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Southern Capital 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
Q2 		$707K Buy
18,328
+1,710
+10% +$64.2K 0.3% 34
2026
Q1 		$588K Sell
16,618
-24
-0.1% -$879 0.28% 43
2025
Q4 		$613K Sell
16,642
-142
-0.8% -$5.18K 0.28% 44
2025
Q3 		$605K Sell
16,784
-761
-4% -$26.5K 0.28% 42
2025
Q2 		$589K Sell
17,545
-1,881
-10% -$60.1K 0.3% 41
2025
Q1 		$610K Buy
19,426
+155
+0.8% +$5.07K 0.34% 36
2024
Q4 		$629K Buy
19,271
+178
+0.9% +$5.82K 0.35% 36
2024
Q3 		$607K Sell
19,093
-337
-2% -$10.5K 0.34% 39
2024
Q2 		$600K Buy
19,430
+20
+0.1% +$598 0.37% 35
2024
Q1 		$582K Buy
19,410
+4,417
+29% +$126K 0.35% 38
2023
Q4 		$410K Sell
14,993
-95
-0.6% -$2.49K 0.29% 40
2023
Q3 		$387K Sell
15,088
-134
-0.9% -$3.53K 0.32% 44
2023
Q2 		$396K Sell
15,222
-327
-2% -$8.14K 0.3% 43
2023
Q1 		$377K Buy
+15,549
New +$368K 0.28% 48

Other funds holding SFLR

AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return