AFP
IFLR

ATX Financial Planning’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

ATX Financial Planning’s Portfolio IFLR Stock Details IFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Buy
19,705
+14,805
+302% +$771K 0.69% 37
2026
Q1 		$247K Buy
+4,900
New +$255K 0.19% 77

Other funds holding IFLR

VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $131M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

ATX Financial Planning's IFLR Position: Q2 2026 in Review

ATX Financial Planning increased its Innovator International Developed Managed Floor ETF (IFLR) stake by 302% in Q2 2026, buying an estimated $771K and bringing the position to 19,705 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #37.

ATX Financial Planning first reported a position in IFLR in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • ATX Financial Planning held 19,705 shares of Innovator International Developed Managed Floor ETF worth $1.05M as of Q2 2026.
  • ATX Financial Planning bought 14,805 Innovator International Developed Managed Floor ETF shares in Q2 2026, an estimated $771K.
  • Innovator International Developed Managed Floor ETF made up 0.69% of ATX Financial Planning's portfolio in Q2 2026, its #37 holding.
  • ATX Financial Planning first reported a position in Innovator International Developed Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.