Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

SFLRSFLR
11 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in INNOVATOR ETFS TRUST

Steward Partners Investment Advisory, LLC holds 131,973 shares of SFLR (INNOVATOR ETFS TRUST), worth $5.1M as of 2026-Q2. The position was decreased (-8.0% shares). SFLR represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5.1M

Current Shares

131,973

Total Value Change

+$4.5M

Total Shares Change

+110,311

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
131,973
-8.0%
$5.1M0.0%$38.58
0
2026-Q1
Decreased
143,421
-6.2%
$5.1M0.0%$36.57
0
2025-Q4
Decreased
152,898
-20.3%
$5.6M0.0%$37.03
0
2025-Q3
Decreased
191,758
-27.6%
$6.9M0.0%$35.82
0
2025-Q2
Decreased
264,808
-0.8%
$8.9M0.1%$33.52
0
2025-Q1
Increased
266,992
+7.7%
$8.4M0.1%$31.22
30
2024-Q4
Increased
247,973
+11.8%
$8.1M0.1%$32.68
31
2024-Q3
Increased
221,875
+20.0%
$7.1M0.1%$31.53
32
2024-Q2
Increased
184,932
+71.8%
$5.7M0.1%$30.71
40
2024-Q1
Increased
107,678
+397.1%
$3.2M0.0%$29.80
43
2023-Q4
New
21,662
-
$592,0220.0%$27.12
34

Other major holders of SFLR: BANK OF AMERICA CORP /DE/, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used