Great Valley Advisor Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Great Valley Advisor Group’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	$406K	Buy	+10,516	New	+$395K	0.01%	782

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

Great Valley Advisor Group's SFLR Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 10,516 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #782 among its holdings.

226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Great Valley Advisor Group held 10,516 shares of Innovator Equity Managed Floor ETF worth $406K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new Great Valley Advisor Group position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #782 holding.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.