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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

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CPIG
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DIM
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Commonwealth Equity Services
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Cambridge Investment Research Advisors
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GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return