Number of Shares
398,084.00
Current Holdings Value*
$13.38 Mil
% of Portfolio
6.12%
Total Estimate Gain
$940,281.72
% of Total Estimate Gain
7.43%

WETZEL INVESTMENT ADVISORS, INC.'s Innovator Equity Managed Floor ETF Holding Summary

As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 398,084.00 shares of Innovator Equity Managed Floor ETF(SFLR), totaling $13.38 Mil. This investment constitutes 6.12% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 1.57% of the outstanding Innovator Equity Managed Floor ETF(SFLR) stock.

The initial trade took place in 2024Q3. And since then WETZEL INVESTMENT ADVISORS, INC. has made 4 purchases of SFLR, at an average price of $31.81, for a total of 398,084.00 shares. Based on historical transaction data and SFLR's current price of $34.17, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his SFLR holdings is $940,281.72, reflecting a 7.43% gain to date.

WETZEL INVESTMENT ADVISORS, INC. SFLR ($34.17) Holding Chart

WETZEL INVESTMENT ADVISORS, INC. SFLR ($34.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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