FD
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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M 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. 226 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.
  • 226 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.