WIM
SFLR icon

WealthPlan Investment Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

WealthPlan Investment Management’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 		$449K Sell
12,692
-218
-2% -$7.99K 0.03% 323
2025
Q4 		$476K Buy
12,910
+12
+0.1% +$438 0.03% 261
2025
Q3 		$465K Sell
12,898
-3,018
-19% -$105K 0.03% 233
2025
Q2 		$534K Buy
15,916
+14
+0.1% +$447 0.04% 229
2025
Q1 		$499K Sell
15,902
-4,054
-20% -$133K 0.05% 171
2024
Q4 		$652K Buy
19,956
+1,217
+6% +$39.8K 0.06% 148
2024
Q3 		$596K Buy
+18,739
New +$584K 0.06% 147

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