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

Golden State 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 Q2	$537K	Buy	13,906 +168	+1%	+$6.31K	0.05%	270
2026 Q1	$486K	Buy	13,738 +1,460	+12%	+$53.5K	0.05%	249
2025 Q4	$453K	Buy	12,278 +612	+5%	+$22.3K	0.05%	269
2025 Q3	$420K	Buy	11,666 +458	+4%	+$15.9K	0.05%	268
2025 Q2	$376K	Buy	11,208 +213	+2%	+$6.8K	0.05%	282
2025 Q1	$345K	Buy	10,995 +5,636	+105%	+$184K	0.05%	271
2024 Q4	$175K	Buy	+5,359	New	+$175K	0.03%	344

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 22.96% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

Golden State Wealth Management's SFLR Position: Q2 2026 in Review

Golden State Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 1.2% in Q2 2026, buying an estimated $6.31K and bringing the position to 13,906 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #270.

Golden State Wealth Management first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Golden State Wealth Management held 13,906 shares of Innovator Equity Managed Floor ETF worth $537K as of Q2 2026.
Golden State Wealth Management bought 168 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $6.31K.
Innovator Equity Managed Floor ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #270 holding.
Golden State Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.