IFG
SFLR icon

Independent Financial Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Independent Financial Group’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 		$6.51M Buy
168,868
+83,505
+98% +$3.14M 0.12% 161
2026
Q1 		$3.02M Buy
85,363
+37,809
+80% +$1.39M 0.07% 297
2025
Q4 		$1.75M Buy
47,554
+10,931
+30% +$399K 0.04% 426
2025
Q3 		$1.32M Buy
36,623
+980
+3% +$34.1K 0.03% 523
2025
Q2 		$1.2M Buy
35,643
+15,867
+80% +$507K 0.03% 488
2025
Q1 		$621K Sell
19,776
-4,057
-17% -$133K 0.02% 632
2024
Q4 		$778K Buy
23,833
+10,847
+84% +$354K 0.03% 554
2024
Q3 		$413K Hold
12,986
– – 0.02% 732
2024
Q2 		$401K Buy
12,986
+1,861
+17% +$55.7K 0.02% 692
2024
Q1 		$334K Buy
+11,125
New +$317K 0.02% 741

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 Financial Group's SFLR Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Equity Managed Floor ETF (SFLR) stake by 98% in Q2 2026, buying an estimated $3.14M and bringing the position to 168,868 shares worth $6.51M. The position accounts for 0.12% of the portfolio, ranked #161.

Independent Financial Group first reported a position in SFLR in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Independent Financial Group held 168,868 shares of Innovator Equity Managed Floor ETF worth $6.51M as of Q2 2026.
  • Independent Financial Group bought 83,505 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $3.14M.
  • Innovator Equity Managed Floor ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #161 holding.
  • Independent Financial Group first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 10 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

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