BFS
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Beacon Financial Strategies’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Beacon Financial Strategies’s Portfolio QFLR Stock Details QFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Buy
+9,789
New +$347K 0.18% 30

Other funds holding QFLR

PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in Innovator Nasdaq-100 Managed Floor ETF (QFLR) in Q2 2026: 9,789 shares worth $357K. The stake represents 0.18% of the portfolio and ranks #30 among its holdings.

18 funds tracked by Wall St. Rank hold QFLR as of Q2 2026.

  • Beacon Financial Strategies held 9,789 shares of Innovator Nasdaq-100 Managed Floor ETF worth $357K as of Q2 2026.
  • Innovator Nasdaq-100 Managed Floor ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Innovator Nasdaq-100 Managed Floor ETF made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #30 holding.
  • 18 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q2 2026.

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