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Gen-Wealth Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Gen-Wealth Partners’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 		– Sell
-128
Closed -$4.53K – 747
2026
Q1 		$4.53K Buy
+128
New +$4.69K ﹤0.01% 598

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

Gen-Wealth Partners's SFLR Position: Q2 2026 in Review

Gen-Wealth Partners sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 128 shares — an estimated $4.53K sold.

Gen-Wealth Partners first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $4.53K in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Gen-Wealth Partners reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 128 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $4.53K.
  • Gen-Wealth Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
  • Gen-Wealth Partners's Innovator Equity Managed Floor ETF position peaked at $4.53K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.