IBEX Wealth Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History
Bought
Maintained
Sold
Other funds holding SFLR
AP
KWM
CPIG
LAA
IBEX Wealth Advisors's SFLR Position: Q2 2026 in Review
IBEX Wealth Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 60% in Q2 2026, buying an estimated $213K and bringing the position to 15,151 shares worth $585K. The position accounts for 0.05% of the portfolio, ranked #144.
IBEX Wealth Advisors first reported a position in SFLR in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.
- IBEX Wealth Advisors held 15,151 shares of Innovator Equity Managed Floor ETF worth $585K as of Q2 2026.
- IBEX Wealth Advisors bought 5,659 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $213K.
- Innovator Equity Managed Floor ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #144 holding.
- IBEX Wealth Advisors first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
- 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.