Atticus Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Atticus Wealth Management’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 Q3	$28.3M	Buy	726,727 +82,017	+13%	+$3.18M	6.27%	3
2026 Q2	$24.9M	Buy	644,710 +626,597	+3,459%	+$23.5M	5.92%	3
2026 Q1	$641K	Buy	18,113 +7,473	+70%	+$274K	0.17%	94
2025 Q4	$392K	Buy	+10,640	New	+$388K	0.1%	122

Other funds holding SFLR

LAA

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $149M AUM 11.64% 1-Year Est. Return

Atticus Wealth Management's SFLR Position: Q3 2026 in Review

Atticus Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 13% in Q3 2026, buying an estimated $3.18M and bringing the position to 726,727 shares worth $28.3M. The position accounts for 6.27% of the portfolio, ranked #3.

Atticus Wealth Management first reported a position in SFLR in Q4 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Atticus Wealth Management held 726,727 shares of Innovator Equity Managed Floor ETF worth $28.3M as of Q3 2026.
Atticus Wealth Management bought 82,017 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $3.18M.
Innovator Equity Managed Floor ETF made up 6.27% of Atticus Wealth Management's portfolio in Q3 2026, its #3 holding.
Atticus Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.