IFG
IFLR

Independent Financial Group’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

Independent Financial Group’s Portfolio IFLR Stock Details IFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.88M Buy
73,065
+25,939
+55% +$1.35M 0.07% 267
2026
Q1 		$2.37M Buy
47,126
+29,196
+163% +$1.52M 0.05% 362
2025
Q4 		$905K Buy
+17,930
New +$892K 0.02% 656

Other funds holding IFLR

VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $131M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Independent Financial Group's IFLR Position: Q2 2026 in Review

Independent Financial Group increased its Innovator International Developed Managed Floor ETF (IFLR) stake by 55% in Q2 2026, buying an estimated $1.35M and bringing the position to 73,065 shares worth $3.88M. The position accounts for 0.07% of the portfolio, ranked #267.

Independent Financial Group first reported a position in IFLR in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • Independent Financial Group held 73,065 shares of Innovator International Developed Managed Floor ETF worth $3.88M as of Q2 2026.
  • Independent Financial Group bought 25,939 Innovator International Developed Managed Floor ETF shares in Q2 2026, an estimated $1.35M.
  • Innovator International Developed Managed Floor ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #267 holding.
  • Independent Financial Group first reported a position in Innovator International Developed Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.