SS
SFLR icon

Sunbelt Securities’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sunbelt Securities’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 		$266K Sell
7,525
-950
-11% -$34.8K 0.02% 556
2025
Q4 		$312K Hold
8,475
– – 0.02% 524
2025
Q3 		$305K Sell
8,475
-270
-3% -$9.4K 0.02% 526
2025
Q2 		$286K Hold
8,745
– – 0.03% 501
2025
Q1 		$275K Hold
8,745
– – 0.02% 476
2024
Q4 		$287K Sell
8,745
-1,775
-17% -$58K 0.03% 500
2024
Q3 		$335K Sell
10,520
-255
-2% -$7.94K 0.03% 451
2024
Q2 		$333K Buy
10,775
+650
+6% +$19.4K 0.03% 424
2024
Q1 		$304K Buy
10,125
+145
+1% +$4.13K 0.03% 434
2023
Q4 		$273K Buy
9,980
+2,480
+33% +$65K 0.03% 424
2023
Q3 		$192K Buy
7,500
+2,810
+60% +$73.9K 0.03% 489
2023
Q2 		$122K Buy
4,690
+4,590
+4,590% +$114K 0.02% 588
2023
Q1 		$2.4K Buy
+100
New +$2.36K ﹤0.01% 1409

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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B 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 $4.48B 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