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Freedom Investment Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Freedom Investment 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 		$949K Buy
24,599
+10,701
+77% +$402K 0.26% 38
2026
Q1 		$492K Sell
13,898
-648
-4% -$23.7K 0.15% 53
2025
Q4 		$536K Sell
14,546
-2,956
-17% -$108K 0.16% 52
2025
Q3 		$631K Sell
17,502
-17,052
-49% -$594K 0.17% 64
2025
Q2 		$1.16M Buy
34,554
+651
+2% +$20.8K 0.09% 208
2025
Q1 		$1.06M Buy
+33,903
New +$1.11M 0.09% 223

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

Freedom Investment Management's SFLR Position: Q2 2026 in Review

Freedom Investment Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 77% in Q2 2026, buying an estimated $402K and bringing the position to 24,599 shares worth $949K. The position accounts for 0.26% of the portfolio, ranked #38.

Freedom Investment Management first reported a position in SFLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q2 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Freedom Investment Management held 24,599 shares of Innovator Equity Managed Floor ETF worth $949K as of Q2 2026.
  • Freedom Investment Management bought 10,701 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $402K.
  • Innovator Equity Managed Floor ETF made up 0.26% of Freedom Investment Management's portfolio in Q2 2026, its #38 holding.
  • Freedom Investment Management first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and has held it in 6 quarters since.
  • Freedom Investment Management's Innovator Equity Managed Floor ETF position peaked at $1.16M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.