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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
Q3 		$6.5M Sell
166,851
-2,017
-1% -$78.3K 0.12% 164
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

WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Independent Financial Group's SFLR Position: Q3 2026 in Review

Independent Financial Group reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 1.2% in Q3 2026, selling an estimated $78.3K and leaving 166,851 shares worth $6.5M. The position accounts for 0.12% of the portfolio, ranked #164.

Independent Financial Group first reported a position in SFLR in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.51M in Q2 2026. 15 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

  • Independent Financial Group held 166,851 shares of Innovator Equity Managed Floor ETF worth $6.5M as of Q3 2026.
  • Independent Financial Group sold 2,017 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $78.3K.
  • Innovator Equity Managed Floor ETF made up 0.12% of Independent Financial Group's portfolio in Q3 2026, its #164 holding.
  • Independent Financial Group first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 11 quarters since.
  • Independent Financial Group's Innovator Equity Managed Floor ETF position peaked at $6.51M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.