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U.S. Capital Wealth Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		– Sell
-12,375
Closed -$404K – 887
2024
Q4 		$404K Buy
+12,375
New +$404K 0.01% 609

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
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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
DFA
Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

U.S. Capital Wealth Advisors's SFLR Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2025, closing a stake of 12,375 shares — an estimated $404K sold.

U.S. Capital Wealth Advisors first reported a position in SFLR in Q4 2024 and held it in 1 quarter. The position peaked at $404K in Q4 2024. 122 funds tracked by Wall St. Rank hold SFLR as of Q1 2025.

  • U.S. Capital Wealth Advisors reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 12,375 Innovator Equity Managed Floor ETF shares in Q1 2025, an estimated $404K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator Equity Managed Floor ETF position peaked at $404K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.