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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$534K Buy
15,916
+14
+0.1% +$470 0.04% 229
2025
Q1
$499K Sell
15,902
-4,054
-20% -$127K 0.05% 171
2024
Q4
$652K Buy
19,956
+1,217
+6% +$39.7K 0.06% 148
2024
Q3
$596K Buy
+18,739
New +$596K 0.06% 147