WP
SFLR icon

WealthPLAN Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

WealthPLAN Partners’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
2024
Q3 		– Sell
-18,498
Closed -$571K – 292
2024
Q2 		$571K Buy
18,498
+3
+0% +$90 0.06% 195
2024
Q1 		$555K Buy
18,495
+18
+0.1% +$512 0.06% 194
2023
Q4 		$505K Hold
18,477
– – 0.05% 218
2023
Q3 		$474K Buy
+18,477
New +$486K 0.06% 208

Other funds holding SFLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's SFLR Position: Q3 2024 in Review

WealthPLAN Partners sold out of Innovator Equity Managed Floor ETF (SFLR) in Q3 2024, closing a stake of 18,498 shares — an estimated $571K sold.

WealthPLAN Partners first reported a position in SFLR in Q3 2023 and held it in 4 quarters. The position peaked at $571K in Q2 2024. 91 funds tracked by Wall St. Rank hold SFLR as of Q3 2024.

  • WealthPLAN Partners reported no remaining Innovator Equity Managed Floor ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 18,498 Innovator Equity Managed Floor ETF shares in Q3 2024, an estimated $571K.
  • WealthPLAN Partners first reported a position in Innovator Equity Managed Floor ETF in Q3 2023 and held it in 4 quarters.
  • WealthPLAN Partners's Innovator Equity Managed Floor ETF position peaked at $571K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.