BWM
QFLR icon

Benson Wealth Management’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Benson Wealth Management’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 		$151K Hold
4,129
– – 0.15% 67
2026
Q1 		$137K Hold
4,129
– – 0.19% 61
2025
Q4 		$142K Buy
+4,129
New +$140K 0.16% 56

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
LAA
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM

Benson Wealth Management's QFLR Position: Q2 2026 in Review

Benson Wealth Management held its Innovator Nasdaq-100 Managed Floor ETF (QFLR) position steady in Q2 2026 at 4,129 shares worth $151K. The position accounts for 0.15% of the portfolio, ranked #67.

Benson Wealth Management first reported a position in QFLR in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold QFLR as of Q2 2026.

  • Benson Wealth Management held 4,129 shares of Innovator Nasdaq-100 Managed Floor ETF worth $151K as of Q2 2026.
  • Benson Wealth Management left its Innovator Nasdaq-100 Managed Floor ETF share count unchanged in Q2 2026.
  • Innovator Nasdaq-100 Managed Floor ETF made up 0.15% of Benson Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Benson Wealth Management first reported a position in Innovator Nasdaq-100 Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.