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

Gilpin 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 Q3	$292K	Buy	7,495 +400	+6%	+$15.5K	0.2%	105
2026 Q2	$274K	Buy	7,095 +1,415	+25%	+$53.1K	0.19%	109
2026 Q1	$201K	Buy	5,680 +3,210	+130%	+$118K	0.16%	116
2025 Q4	$91K	Buy	+2,470	New	+$90.1K	0.07%	160

Other funds holding SFLR

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Gilpin Wealth Management's SFLR Position: Q3 2026 in Review

Gilpin Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 5.6% in Q3 2026, buying an estimated $15.5K and bringing the position to 7,495 shares worth $292K. The position accounts for 0.2% of the portfolio, ranked #105.

Gilpin Wealth Management first reported a position in SFLR in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Gilpin Wealth Management held 7,495 shares of Innovator Equity Managed Floor ETF worth $292K as of Q3 2026.
Gilpin Wealth Management bought 400 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $15.5K.
Innovator Equity Managed Floor ETF made up 0.2% of Gilpin Wealth Management's portfolio in Q3 2026, its #105 holding.
Gilpin Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.