Holos Integrated Wealth
SFLR icon

Holos Integrated Wealth’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Holos Integrated Wealth’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 		$5.29M Buy
134,893
+9,567
+8% +$371K 2.38% 17
2026
Q2 		$4.85M Buy
125,326
+9,299
+8% +$349K 2.27% 17
2026
Q1 		$4.15M Buy
116,027
+8,088
+7% +$296K 2.1% 17
2025
Q4 		$3.99M Buy
+107,939
New +$3.94M 2.22% 18

Other funds holding SFLR

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Liberty Atlantic Advisors
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return
Atticus Wealth Management
Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
NewCorp Financial Services
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Holos Integrated Wealth's SFLR Position: Q3 2026 in Review

Holos Integrated Wealth increased its Innovator Equity Managed Floor ETF (SFLR) stake by 7.6% in Q3 2026, buying an estimated $371K and bringing the position to 134,893 shares worth $5.29M. The position accounts for 2.38% of the portfolio, ranked #17.

Holos Integrated Wealth first reported a position in SFLR in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

  • Holos Integrated Wealth held 134,893 shares of Innovator Equity Managed Floor ETF worth $5.29M as of Q3 2026.
  • Holos Integrated Wealth bought 9,567 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $371K.
  • Innovator Equity Managed Floor ETF made up 2.38% of Holos Integrated Wealth's portfolio in Q3 2026, its #17 holding.
  • Holos Integrated Wealth first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.