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Independent Financial Group’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Independent Financial Group’s Portfolio QFLR Stock Details QFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Sell
117,797
-4,321
-4% -$153K 0.08% 242
2026
Q1 		$4.07M Buy
122,118
+78,183
+178% +$2.69M 0.09% 212
2025
Q4 		$1.51M Buy
43,935
+29,749
+210% +$1.01M 0.03% 476
2025
Q3 		$470K Buy
+14,186
New +$447K 0.01% 884

Other funds holding QFLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $151M AUM

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

Independent Financial Group reduced its Innovator Nasdaq-100 Managed Floor ETF (QFLR) stake by 3.5% in Q2 2026, selling an estimated $153K and leaving 117,797 shares worth $4.3M. The position accounts for 0.08% of the portfolio, ranked #242.

Independent Financial Group first reported a position in QFLR in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold QFLR as of Q2 2026.

  • Independent Financial Group held 117,797 shares of Innovator Nasdaq-100 Managed Floor ETF worth $4.3M as of Q2 2026.
  • Independent Financial Group sold 4,321 Innovator Nasdaq-100 Managed Floor ETF shares in Q2 2026, an estimated $153K.
  • Innovator Nasdaq-100 Managed Floor ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #242 holding.
  • Independent Financial Group first reported a position in Innovator Nasdaq-100 Managed Floor ETF in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q2 2026.

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