IWM
SFLR icon

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

IHT 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
Q2 		$5.77M Buy
149,575
+58,524
+64% +$2.2M 0.12% 175
2026
Q1 		$3.22M Buy
91,051
+6,435
+8% +$236K 0.07% 262
2025
Q4 		$3.13M Buy
84,616
+5,441
+7% +$199K 0.08% 260
2025
Q3 		$2.87M Buy
79,175
+7,141
+10% +$249K 0.07% 258
2025
Q2 		$2.42M Buy
72,034
+17,583
+32% +$561K 0.07% 276
2025
Q1 		$1.72M Sell
54,451
-11,413
-17% -$373K 0.05% 318
2024
Q4 		$2.15M Buy
65,864
+7,371
+13% +$241K 0.07% 259
2024
Q3 		$1.91M Buy
58,493
+16,469
+39% +$513K 0.05% 332
2024
Q2 		$1.28M Buy
+42,024
New +$1.26M 0.05% 363

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AP
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM

IHT Wealth Management's SFLR Position: Q2 2026 in Review

IHT Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 64% in Q2 2026, buying an estimated $2.2M and bringing the position to 149,575 shares worth $5.77M. The position accounts for 0.12% of the portfolio, ranked #175.

IHT Wealth Management first reported a position in SFLR in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • IHT Wealth Management held 149,575 shares of Innovator Equity Managed Floor ETF worth $5.77M as of Q2 2026.
  • IHT Wealth Management bought 58,524 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $2.2M.
  • Innovator Equity Managed Floor ETF made up 0.12% of IHT Wealth Management's portfolio in Q2 2026, its #175 holding.
  • IHT Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 9 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.