Castleview Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Castleview Partners’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 Q3	$998K	Buy	25,635 +584	+2%	+$22.7K	0.44%	52
2026 Q2	$966K	Buy	25,051 +35	+0.1%	+$1.31K	0.42%	54
2026 Q1	$886K	Sell	25,016 -638	-2%	-$23.4K	0.45%	50
2025 Q4	$946K	Sell	25,654 -1,770	-6%	-$64.6K	0.47%	45
2025 Q3	$988K	Sell	27,424 -436	-2%	-$15.2K	0.54%	38
2025 Q2	$935K	Buy	27,860 +2,455	+10%	+$78.4K	0.6%	37
2025 Q1	$797K	Buy	25,405 +10,820	+74%	+$354K	0.54%	49
2024 Q4	$475K	Buy	14,585 +3,718	+34%	+$121K	0.26%	96
2024 Q3	$346K	Buy	10,867 +6,045	+125%	+$188K	0.2%	122
2024 Q2	$149K	Buy	+4,822	New	+$144K	0.08%	198

Other funds holding SFLR

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castleview Partners's SFLR Position: Q3 2026 in Review

Castleview Partners increased its Innovator Equity Managed Floor ETF (SFLR) stake by 2.3% in Q3 2026, buying an estimated $22.7K and bringing the position to 25,635 shares worth $998K. The position accounts for 0.44% of the portfolio, ranked #52.

Castleview Partners first reported a position in SFLR in Q2 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Castleview Partners held 25,635 shares of Innovator Equity Managed Floor ETF worth $998K as of Q3 2026.
Castleview Partners bought 584 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $22.7K.
Innovator Equity Managed Floor ETF made up 0.44% of Castleview Partners's portfolio in Q3 2026, its #52 holding.
Castleview Partners first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 10 quarters since.
56 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.