SFLR — INNOVATOR ETFS TRUST

Ownership history in Advisor Resource Council  ·  6 quarters on record

This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in INNOVATOR ETFS TRUST (SFLR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.6% (2025 Q3)
Avg. % of fund
1.2%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 69,556 -4,439 -6.0% 0.91% $2.6M $36.86
2025 Q3 ADDED 73,995 +28,464 +62.5% 3.60% $2.7M $36.01
2025 Q2 REDUCED 45,531 -505 -1.1% 0.60% $1.5M $33.52
2025 Q1 REDUCED 46,036 -5,456 -10.6% 0.12% $1.4M $31.31
2024 Q4 ADDED 51,492 +37,822 +276.7% 1.21% $1.7M $32.54
2024 Q2 INITIATED 13,670 — — 0.77% $422.3M —
% of Fund (quarterly)    SFLR price (monthly, adj. close)

Other funds also holding SFLR

As of 2025 Q4 — sorted by position size

WETZEL INVESTMENT ADVISORS, INC. 6.52% Davies Financial Advisors, Inc. 5.88% ATX Financial Planning, LLC 5.84% Authentikos Wealth Advisory, LLC 5.06% Delta Investment Management, LLC 3Y 7Y 3.74% HFG Wealth Management, LLC 3.51% Pinnacle Wealth Management Group, Inc. 3Y 3.06% Worth Financial Advisory Group, LLC 3Y 2.75% Southland Equity Partners LLC 2.46% COLUMBIA ADVISORY PARTNERS LLC 3Y 1.84%
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