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

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 Q2	$263K	Buy	+6,814	New	+$256K	0.14%	33
2025 Q1	–	Sell	-72,563	Closed	-$2.37M	–	21
2024 Q4	$2.37M	Sell	72,563 -6,102	-8%	-$199K	1.56%	15
2024 Q3	$2.5M	Sell	78,665 -3,034	-4%	-$94.5K	1.61%	14
2024 Q2	$2.52M	Sell	81,699 -855	-1%	-$25.6K	1.73%	14
2024 Q1	$2.48M	Buy	+82,554	New	+$2.35M	1.63%	14

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Financial Designs's SFLR Position: Q2 2026 in Review

Financial Designs opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 6,814 shares worth $263K. The stake represents 0.14% of the portfolio and ranks #33 among its holdings. This is a return to the name: Financial Designs previously reported a position in SFLR as recently as Q4 2024.

Financial Designs first reported a position in SFLR in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.52M in Q2 2024. 36 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Financial Designs held 6,814 shares of Innovator Equity Managed Floor ETF worth $263K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new Financial Designs position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.14% of Financial Designs's portfolio in Q2 2026, its #33 holding.
Financial Designs first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 5 quarters since.
Financial Designs's Innovator Equity Managed Floor ETF position peaked at $2.52M in Q2 2024.
36 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

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