Truist Financial
SFLR icon

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

Truist 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
2026
Q1 		$1.66M Buy
47,010
+4,698
+11% +$172K ﹤0.01% 1441
2025
Q4 		$1.56M Buy
42,312
+8,175
+24% +$298K ﹤0.01% 1439
2025
Q3 		$1.23M Buy
34,137
+8,409
+33% +$293K ﹤0.01% 1575
2025
Q2 		$864K Buy
25,728
+11,571
+82% +$369K ﹤0.01% 1665
2025
Q1 		$444K Sell
14,157
-106,169
-88% -$3.47M ﹤0.01% 1934
2024
Q4 		$3.93M Buy
120,326
+1,322
+1% +$43.2K 0.01% 935
2024
Q3 		$3.79M Buy
119,004
+7,722
+7% +$240K 0.01% 942
2024
Q2 		$3.44M Buy
111,282
+24,029
+28% +$719K 0.01% 1016
2024
Q1 		$2.59M Buy
+87,253
New +$2.48M ﹤0.01% 1164

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