BW
IFLR

Balance Wealth’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

Balance Wealth’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 		$437K Buy
8,233
+386
+5% +$20.1K 0.12% 102
2026
Q1 		$395K Buy
+7,847
New +$408K 0.12% 105

Other funds holding IFLR

LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Balance Wealth's IFLR Position: Q2 2026 in Review

Balance Wealth increased its Innovator International Developed Managed Floor ETF (IFLR) stake by 4.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 8,233 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #102.

Balance Wealth first reported a position in IFLR in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • Balance Wealth held 8,233 shares of Innovator International Developed Managed Floor ETF worth $437K as of Q2 2026.
  • Balance Wealth bought 386 Innovator International Developed Managed Floor ETF shares in Q2 2026, an estimated $20.1K.
  • Innovator International Developed Managed Floor ETF made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #102 holding.
  • Balance Wealth first reported a position in Innovator International Developed Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.