Creative Financial Designs’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Creative Financial Designs’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 Q1	$106K	Buy	+3,000	New	+$110K	0.01%	672

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Creative Financial Designs's SFLR Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q1 2026: 3,000 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

Creative Financial Designs held 3,000 shares of Innovator Equity Managed Floor ETF worth $106K as of Q1 2026.
Innovator Equity Managed Floor ETF was a new Creative Financial Designs position in Q1 2026.
Innovator Equity Managed Floor ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #672 holding.
195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.