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

Beacon Financial Advisory’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
Q1 		$2.81M Buy
79,234
+5,641
+8% +$207K 0.63% 26
2025
Q4 		$2.71M Buy
73,593
+5,306
+8% +$194K 0.63% 28
2025
Q3 		$2.46M Buy
68,287
+3,740
+6% +$130K 0.57% 30
2025
Q2 		$2.17M Buy
64,547
+8,550
+15% +$273K 0.56% 32
2025
Q1 		$1.76M Buy
55,997
+16,505
+42% +$540K 0.53% 38
2024
Q4 		$1.29M Buy
39,492
+7,450
+23% +$243K 0.42% 57
2024
Q3 		$1.02M Buy
32,042
+10,206
+47% +$318K 0.35% 82
2024
Q2 		$675K Buy
21,836
+8,221
+60% +$246K 0.25% 117
2024
Q1 		$409K Buy
+13,615
New +$388K 0.2% 141

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Beacon Financial Advisory's SFLR Position: Q1 2026 in Review

Beacon Financial Advisory increased its Innovator Equity Managed Floor ETF (SFLR) stake by 7.7% in Q1 2026, buying an estimated $207K and bringing the position to 79,234 shares worth $2.81M. The position accounts for 0.63% of the portfolio, ranked #26.

Beacon Financial Advisory first reported a position in SFLR in Q1 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Beacon Financial Advisory held 79,234 shares of Innovator Equity Managed Floor ETF worth $2.81M as of Q1 2026.
  • Beacon Financial Advisory bought 5,641 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $207K.
  • Innovator Equity Managed Floor ETF made up 0.63% of Beacon Financial Advisory's portfolio in Q1 2026, its #26 holding.
  • Beacon Financial Advisory first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 9 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.