CIA
IFLR

Concurrent Investment Advisors’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

Concurrent Investment Advisors’s Portfolio IFLR Stock Details IFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35M Buy
63,128
+6,321
+11% +$329K 0.03% 551
2026
Q1 		$2.86M Buy
56,807
+48,270
+565% +$2.51M 0.03% 501
2025
Q4 		$431K Buy
+8,537
New +$425K ﹤0.01% 1214

Other funds holding IFLR

LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Concurrent Investment Advisors's IFLR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator International Developed Managed Floor ETF (IFLR) stake by 11% in Q2 2026, buying an estimated $329K and bringing the position to 63,128 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #551.

Concurrent Investment Advisors first reported a position in IFLR in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • Concurrent Investment Advisors held 63,128 shares of Innovator International Developed Managed Floor ETF worth $3.35M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,321 Innovator International Developed Managed Floor ETF shares in Q2 2026, an estimated $329K.
  • Innovator International Developed Managed Floor ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #551 holding.
  • Concurrent Investment Advisors first reported a position in Innovator International Developed Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.