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World Investment Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

World Investment Advisors’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 		$789K Buy
22,273
+1
+0% +$37 0.01% 797
2025
Q4 		$821K Sell
22,272
-457
-2% -$16.7K 0.01% 752
2025
Q3 		$819K Buy
22,729
+2
+0% +$70 0.02% 623
2025
Q2 		$763K Sell
22,727
-1,198
-5% -$38.3K 0.02% 594
2025
Q1 		$751K Buy
23,925
+3
+0% +$98 0.02% 575
2024
Q4 		$781K Buy
23,922
+3
+0% +$98 0.02% 538
2024
Q3 		$761K Buy
23,919
+2
+0% +$62 0.02% 482
2024
Q2 		$739K Sell
23,917
-348
-1% -$10.4K 0.05% 336
2024
Q1 		$728K Buy
24,265
+1,565
+7% +$44.6K 0.1% 175
2023
Q4 		$624K Buy
22,700
+350
+2% +$9.18K 0.08% 199
2023
Q3 		$573K Buy
+22,350
New +$588K 0.11% 128

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

World Investment Advisors's SFLR Position: Q1 2026 in Review

World Investment Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 0% in Q1 2026, buying an estimated $37 and bringing the position to 22,273 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #797.

World Investment Advisors first reported a position in SFLR in Q3 2023 and has held it in 11 quarters since. The position peaked at $821K in Q4 2025. 194 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • World Investment Advisors held 22,273 shares of Innovator Equity Managed Floor ETF worth $789K as of Q1 2026.
  • World Investment Advisors bought 1 Innovator Equity Managed Floor ETF share in Q1 2026, an estimated $37.
  • Innovator Equity Managed Floor ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #797 holding.
  • World Investment Advisors first reported a position in Innovator Equity Managed Floor ETF in Q3 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Innovator Equity Managed Floor ETF position peaked at $821K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.