GER Loftin Wealth Advisors LLC’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

GER Loftin Wealth Advisors LLC’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	$229K	Buy	+5,872	New	+$228K	0.07%	64

Other funds holding SFLR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

GER Loftin Wealth Advisors LLC's SFLR Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q3 2026: 5,872 shares worth $229K. The stake represents 0.07% of the portfolio and ranks #64 among its holdings.

181 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

GER Loftin Wealth Advisors LLC held 5,872 shares of Innovator Equity Managed Floor ETF worth $229K as of Q3 2026.
Innovator Equity Managed Floor ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Innovator Equity Managed Floor ETF made up 0.07% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #64 holding.
181 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.