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Summit Financial’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Summit Financial’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
Q4 		– Sell
-17,954
Closed -$647K – 1325
2025
Q3 		$647K Buy
+17,954
New +$625K 0.01% 795

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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial's SFLR Position: Q4 2025 in Review

Summit Financial sold out of Innovator Equity Managed Floor ETF (SFLR) in Q4 2025, closing a stake of 17,954 shares — an estimated $647K sold.

Summit Financial first reported a position in SFLR in Q3 2025 and held it in 1 quarter. The position peaked at $647K in Q3 2025. 174 funds tracked by Wall St. Rank hold SFLR as of Q4 2025.

  • Summit Financial reported no remaining Innovator Equity Managed Floor ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 17,954 Innovator Equity Managed Floor ETF shares in Q4 2025, an estimated $647K.
  • Summit Financial first reported a position in Innovator Equity Managed Floor ETF in Q3 2025 and held it in 1 quarter.
  • Summit Financial's Innovator Equity Managed Floor ETF position peaked at $647K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.