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 Q3	$262K	Sell	6,725 -89	-1%	-$3.45K	0.13%	33
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

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Financial Designs's SFLR Position: Q3 2026 in Review

Financial Designs reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 1.3% in Q3 2026, selling an estimated $3.45K and leaving 6,725 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #33.

Financial Designs first reported a position in SFLR in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.52M in Q2 2024. 97 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Financial Designs held 6,725 shares of Innovator Equity Managed Floor ETF worth $262K as of Q3 2026.
Financial Designs sold 89 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $3.45K.
Innovator Equity Managed Floor ETF made up 0.13% of Financial Designs's portfolio in Q3 2026, its #33 holding.
Financial Designs first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 6 quarters since.
Financial Designs's Innovator Equity Managed Floor ETF position peaked at $2.52M in Q2 2024.
97 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.