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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
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

LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holos Integrated Wealth's SFLR Position: Q2 2026 in Review

Holos Integrated Wealth increased its Innovator Equity Managed Floor ETF (SFLR) stake by 8% in Q2 2026, buying an estimated $349K and bringing the position to 125,326 shares worth $4.85M. The position accounts for 2.27% of the portfolio, ranked #17.

Holos Integrated Wealth first reported a position in SFLR in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Holos Integrated Wealth held 125,326 shares of Innovator Equity Managed Floor ETF worth $4.85M as of Q2 2026.
  • Holos Integrated Wealth bought 9,299 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $349K.
  • Innovator Equity Managed Floor ETF made up 2.27% of Holos Integrated Wealth's portfolio in Q2 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 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.