HWM
SFLR icon

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

HFG 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
Q1 		$5.97M Sell
168,691
-3,794
-2% -$139K 3.29% 9
2025
Q4 		$6.36M Buy
172,485
+566
+0.3% +$20.7K 3.51% 9
2025
Q3 		$6.19M Buy
171,919
+18,312
+12% +$637K 3.37% 11
2025
Q2 		$4.82M Buy
153,607
+4,951
+3% +$158K 2.94% 12
2025
Q1 		$4.85M Buy
+148,656
New +$4.86M 2.94% 12

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $117M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

HFG Wealth Management's SFLR Position: Q1 2026 in Review

HFG Wealth Management reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 2.2% in Q1 2026, selling an estimated $139K and leaving 168,691 shares worth $5.97M. The position accounts for 3.29% of the portfolio, ranked #9.

HFG Wealth Management first reported a position in SFLR in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.36M in Q4 2025. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • HFG Wealth Management held 168,691 shares of Innovator Equity Managed Floor ETF worth $5.97M as of Q1 2026.
  • HFG Wealth Management sold 3,794 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $139K.
  • Innovator Equity Managed Floor ETF made up 3.29% of HFG Wealth Management's portfolio in Q1 2026, its #9 holding.
  • HFG Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and has held it in 5 quarters since.
  • HFG Wealth Management's Innovator Equity Managed Floor ETF position peaked at $6.36M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.