Fiduciary Financial Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Fiduciary Financial Group’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	$228K	Hold	5,918	–	–	0.03%	348
2026 Q1	$210K	Sell	5,918 -1,482	-20%	-$54.3K	0.03%	337
2025 Q4	$273K	Hold	7,400	–	–	0.04%	269
2025 Q3	$267K	Sell	7,400 -37	-0.5%	-$1.29K	0.04%	261
2025 Q2	$250K	Hold	7,437	–	–	0.05%	258
2025 Q1	$228K	Buy	+7,437	New	+$243K	0.05%	254

Other funds holding SFLR

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Fiduciary Financial Group's SFLR Position: Q2 2026 in Review

Fiduciary Financial Group held its Innovator Equity Managed Floor ETF (SFLR) position steady in Q2 2026 at 5,918 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #348.

Fiduciary Financial Group first reported a position in SFLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 31 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Fiduciary Financial Group held 5,918 shares of Innovator Equity Managed Floor ETF worth $228K as of Q2 2026.
Fiduciary Financial Group left its Innovator Equity Managed Floor ETF share count unchanged in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #348 holding.
Fiduciary Financial Group first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and has held it in 6 quarters since.
Fiduciary Financial Group's Innovator Equity Managed Floor ETF position peaked at $273K in Q4 2025.
31 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.