SPIA
SFLR icon

Steward Partners Investment Advisory’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Steward Partners Investment Advisory’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 		$5.08M Sell
143,421
-9,477
-6% -$347K 0.03% 512
2025
Q4 		$5.64M Sell
152,898
-38,860
-20% -$1.42M 0.03% 437
2025
Q3 		$6.91M Sell
191,758
-73,050
-28% -$2.54M 0.04% 386
2025
Q2 		$8.89M Sell
264,808
-2,184
-0.8% -$69.7K 0.07% 279
2025
Q1 		$8.38M Buy
266,992
+19,019
+8% +$622K 0.07% 274
2024
Q4 		$8.1M Buy
247,973
+26,098
+12% +$853K 0.07% 264
2024
Q3 		$7.06M Buy
221,875
+36,943
+20% +$1.15M 0.07% 288
2024
Q2 		$5.71M Buy
184,932
+77,254
+72% +$2.31M 0.06% 306
2024
Q1 		$3.23M Buy
107,678
+86,016
+397% +$2.45M 0.04% 440
2023
Q4 		$592K Buy
+21,662
New +$568K 0.01% 927

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