KWM
RFLR

Kingsview Wealth Management’s Innovator U.S. Small Cap Managed Floor ETF RFLR Stock Holding History

Kingsview Wealth Management’s Portfolio RFLR Stock Details RFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Buy
16,796
+1,021
+6% +$31.2K 0.01% 939
2026
Q1 		$458K Buy
15,775
+2,230
+16% +$65.4K 0.01% 931
2025
Q4 		$385K Buy
+13,545
New +$383K 0.01% 938

Other funds holding RFLR

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Kingsview Wealth Management's RFLR Position: Q2 2026 in Review

Kingsview Wealth Management increased its Innovator U.S. Small Cap Managed Floor ETF (RFLR) stake by 6.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 16,796 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #939.

Kingsview Wealth Management first reported a position in RFLR in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold RFLR as of Q2 2026.

  • Kingsview Wealth Management held 16,796 shares of Innovator U.S. Small Cap Managed Floor ETF worth $551K as of Q2 2026.
  • Kingsview Wealth Management bought 1,021 Innovator U.S. Small Cap Managed Floor ETF shares in Q2 2026, an estimated $31.2K.
  • Innovator U.S. Small Cap Managed Floor ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #939 holding.
  • Kingsview Wealth Management first reported a position in Innovator U.S. Small Cap Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed Floor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.