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Allworth Financial’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Allworth Financial’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
Q2 		$30.9K Sell
800
-1,325
-62% -$49.8K ﹤0.01% 2868
2026
Q1 		$75.2K Hold
2,125
– – ﹤0.01% 2041
2025
Q4 		$78.3K Hold
2,125
– – ﹤0.01% 1908
2025
Q3 		$76.6K Hold
2,125
– – ﹤0.01% 1832
2025
Q2 		$71.3K Hold
2,125
– – ﹤0.01% 1730
2025
Q1 		$66.4K Hold
2,125
– – ﹤0.01% 1423
2024
Q4 		$71K Hold
2,125
– – ﹤0.01% 1414
2024
Q3 		$67.6K Hold
2,125
– – ﹤0.01% 1268
2024
Q2 		$66.4K Buy
+2,125
New +$63.6K ﹤0.01% 1238

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM

Allworth Financial's SFLR Position: Q2 2026 in Review

Allworth Financial reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 62% in Q2 2026, selling an estimated $49.8K and leaving 800 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Allworth Financial first reported a position in SFLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $78.3K in Q4 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Allworth Financial held 800 shares of Innovator Equity Managed Floor ETF worth $30.9K as of Q2 2026.
  • Allworth Financial sold 1,325 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $49.8K.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2868 holding.
  • Allworth Financial first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's Innovator Equity Managed Floor ETF position peaked at $78.3K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.