FWM
SFLR icon

Forza Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Forza Wealth Management’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 		$258K Buy
+6,698
New +$252K 0.08% 175

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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

Forza Wealth Management's SFLR Position: Q2 2026 in Review

Forza Wealth Management opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 6,698 shares worth $258K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings.

48 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Forza Wealth Management held 6,698 shares of Innovator Equity Managed Floor ETF worth $258K as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new Forza Wealth Management position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #175 holding.
  • 48 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.