BFS
IFLR

Beacon Financial Strategies’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

Beacon Financial Strategies’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 		$214K Buy
+4,030
New +$210K 0.11% 48

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 22.96% 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

Beacon Financial Strategies's IFLR Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Innovator International Developed Managed Floor ETF (IFLR) in Q2 2026: 4,030 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #48 among its holdings.

32 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • Beacon Financial Strategies held 4,030 shares of Innovator International Developed Managed Floor ETF worth $214K as of Q2 2026.
  • Innovator International Developed Managed Floor ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Innovator International Developed Managed Floor ETF made up 0.11% of Beacon Financial Strategies's portfolio in Q2 2026, its #48 holding.
  • 32 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.