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Belpointe Asset Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Belpointe Asset Management’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 		– Sell
-6,401
Closed -$227K – 1221
2026
Q1 		$227K Sell
6,401
-3,189
-33% -$117K 0.01% 962
2025
Q4 		$354K Buy
9,590
+514
+6% +$18.8K 0.01% 774
2025
Q3 		$327K Sell
9,076
-305
-3% -$10.6K 0.01% 769
2025
Q2 		$315K Buy
9,381
+47
+0.5% +$1.5K 0.01% 739
2025
Q1 		$293K Buy
+9,334
New +$305K 0.02% 735

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AP
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM

Belpointe Asset Management's SFLR Position: Q2 2026 in Review

Belpointe Asset Management sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 6,401 shares — an estimated $227K sold.

Belpointe Asset Management first reported a position in SFLR in Q1 2025 and held it in 5 quarters. The position peaked at $354K in Q4 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Belpointe Asset Management reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 6,401 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $227K.
  • Belpointe Asset Management first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and held it in 5 quarters.
  • Belpointe Asset Management's Innovator Equity Managed Floor ETF position peaked at $354K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.