UBS Group
SFLR icon

UBS Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

UBS Group’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 		– Sell
-500
Closed -$18.4K – 11090
2025
Q4 		$18.4K Buy
+500
New +$18.2K ﹤0.01% 7844
2023
Q2 		– Sell
-1,364
Closed -$33.1K – 9553
2023
Q1 		$33.1K Buy
+1,364
New +$32.2K ﹤0.01% 6725

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 $139M 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

UBS Group's SFLR Position: Q1 2026 in Review

UBS Group sold out of Innovator Equity Managed Floor ETF (SFLR) in Q1 2026, closing a stake of 500 shares — an estimated $18.4K sold.

UBS Group first reported a position in SFLR in Q1 2023 and held it in 2 quarters. The position peaked at $33.1K in Q1 2023. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • UBS Group reported no remaining Innovator Equity Managed Floor ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 500 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $18.4K.
  • UBS Group first reported a position in Innovator Equity Managed Floor ETF in Q1 2023 and held it in 2 quarters.
  • UBS Group's Innovator Equity Managed Floor ETF position peaked at $33.1K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.