CRA Financial Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

CRA Financial Services’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	$454K	Hold	11,770	–	–	0.05%	204
2026 Q1	$417K	Sell	11,770 -765	-6%	-$28K	0.05%	204
2025 Q4	$462K	Hold	12,535	–	–	0.06%	184
2025 Q3	$452K	Sell	12,535 -1,070	-8%	-$37.2K	0.06%	184
2025 Q2	$457K	Hold	13,605	–	–	0.07%	173
2025 Q1	$427K	Buy	13,605 +2,290	+20%	+$74.9K	0.07%	166
2024 Q4	$369K	Buy	+11,315	New	+$370K	0.06%	171

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

CRA Financial Services's SFLR Position: Q2 2026 in Review

CRA Financial Services held its Innovator Equity Managed Floor ETF (SFLR) position steady in Q2 2026 at 11,770 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #204.

CRA Financial Services first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

CRA Financial Services held 11,770 shares of Innovator Equity Managed Floor ETF worth $454K as of Q2 2026.
CRA Financial Services left its Innovator Equity Managed Floor ETF share count unchanged in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #204 holding.
CRA Financial Services first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
CRA Financial Services's Innovator Equity Managed Floor ETF position peaked at $462K in Q4 2025.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.