BFC Planning, Inc.’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

BFC Planning, Inc.’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	$50.2K	Hold	1,300	–	–	﹤0.01%	1549
2026 Q1	$46K	Buy	1,300 +2	+0.2%	+$73	﹤0.01%	1371
2025 Q4	$47.9K	Buy	1,298 +1	+0.1%	+$36	﹤0.01%	1383
2025 Q3	$46.7K	Buy	1,297 +1	+0.1%	+$35	﹤0.01%	1219
2025 Q2	$43.5K	Buy	1,296 +1	+0.1%	+$32	﹤0.01%	1190
2025 Q1	$40.6K	Buy	1,295 +759	+142%	+$24.8K	﹤0.01%	1188
2024 Q4	$17.5K	Buy	+536	New	+$17.5K	﹤0.01%	1518

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

BFC Planning, Inc.'s SFLR Position: Q2 2026 in Review

BFC Planning, Inc. held its Innovator Equity Managed Floor ETF (SFLR) position steady in Q2 2026 at 1,300 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

BFC Planning, Inc. first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

BFC Planning, Inc. held 1,300 shares of Innovator Equity Managed Floor ETF worth $50.2K as of Q2 2026.
BFC Planning, Inc. left its Innovator Equity Managed Floor ETF share count unchanged in Q2 2026.
Innovator Equity Managed Floor ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1549 holding.
BFC Planning, Inc. first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.