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

Sugarloaf Wealth Management’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
2024
Q4 		$437K Buy
13,390
+5,601
+72% +$183K 0.08% 101
2024
Q3 		$248K Buy
7,789
+6,360
+445% +$198K 0.05% 132
2024
Q2 		$44.1K Buy
+1,429
New +$42.8K 0.01% 305

Other funds holding SFLR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Sugarloaf Wealth Management's SFLR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 72% in Q4 2024, buying an estimated $183K and bringing the position to 13,390 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #101.

Sugarloaf Wealth Management first reported a position in SFLR in Q2 2024 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold SFLR as of Q4 2024.

  • Sugarloaf Wealth Management held 13,390 shares of Innovator Equity Managed Floor ETF worth $437K as of Q4 2024.
  • Sugarloaf Wealth Management bought 5,601 Innovator Equity Managed Floor ETF shares in Q4 2024, an estimated $183K.
  • Innovator Equity Managed Floor ETF made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #101 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.