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Independent Advisor Alliance’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Independent Advisor Alliance’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 		– Sell
-95,048
Closed -$3.37M – 1525
2026
Q1 		$3.37M Buy
+95,048
New +$3.48M 0.04% 409

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

Independent Advisor Alliance's SFLR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 95,048 shares — an estimated $3.37M sold.

Independent Advisor Alliance first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $3.37M in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 95,048 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $3.37M.
  • Independent Advisor Alliance first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Innovator Equity Managed Floor ETF position peaked at $3.37M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.