BFS
RFLR

Beacon Financial Strategies’s Innovator U.S. Small Cap Managed Floor ETF RFLR Stock Holding History

Beacon Financial Strategies’s Portfolio RFLR Stock Details RFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+7,110
New +$217K 0.12% 43

Other funds holding RFLR

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) in Q2 2026: 7,110 shares worth $233K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

6 funds tracked by Wall St. Rank hold RFLR as of Q2 2026.

  • Beacon Financial Strategies held 7,110 shares of Innovator U.S. Small Cap Managed Floor ETF worth $233K as of Q2 2026.
  • Innovator U.S. Small Cap Managed Floor ETF was a new Beacon Financial Strategies position in Q2 2026.
  • Innovator U.S. Small Cap Managed Floor ETF made up 0.12% of Beacon Financial Strategies's portfolio in Q2 2026, its #43 holding.
  • 6 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed Floor ETF as of Q2 2026.

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