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Golden State Equity Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Golden State Equity 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
-400
Closed -$14.2K – 1504
2026
Q1 		$14.2K Buy
+400
New +$14.7K ﹤0.01% 1198

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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

Golden State Equity Partners's SFLR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 400 shares — an estimated $14.2K sold.

Golden State Equity Partners first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Golden State Equity Partners reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 400 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $14.2K.
  • Golden State Equity Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Innovator Equity Managed Floor ETF position peaked at $14.2K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.