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

Beacon Financial Strategies’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 Q2	$540K	Buy	+13,987	New	+$525K	0.27%	22

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

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

Beacon Financial Strategies opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 13,987 shares worth $540K. The stake represents 0.27% of the portfolio and ranks #22 among its holdings.

226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Beacon Financial Strategies held 13,987 shares of Innovator Equity Managed Floor ETF worth $540K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new Beacon Financial Strategies position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.27% of Beacon Financial Strategies's portfolio in Q2 2026, its #22 holding.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

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