KWM
SFLR icon

Kingsview Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Kingsview Wealth Management’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 		$92.8M Buy
2,404,900
+237,342
+11% +$8.91M 1.12% 17
2026
Q1 		$76.8M Buy
2,167,558
+280,861
+15% +$10.3M 1.05% 16
2025
Q4 		$69.5M Buy
1,886,697
+126,292
+7% +$4.61M 1% 16
2025
Q3 		$63.4M Buy
1,760,405
+75,942
+5% +$2.64M 0.97% 19
2025
Q2 		$56.5M Buy
1,684,463
+122,735
+8% +$3.92M 0.96% 19
2025
Q1 		$49M Buy
1,561,728
+1,210,207
+344% +$39.6M 0.92% 23
2024
Q4 		$11.5M Buy
351,521
+179,599
+104% +$5.87M 0.22% 83
2024
Q3 		$5.47M Buy
171,922
+42,430
+33% +$1.32M 0.12% 187
2024
Q2 		$4M Buy
129,492
+30,606
+31% +$916K 0.09% 209
2024
Q1 		$2.97M Buy
98,886
+88,762
+877% +$2.53M 0.07% 250
2023
Q4 		$277K Buy
+10,124
New +$265K 0.01% 797

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
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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

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

Kingsview Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 11% in Q2 2026, buying an estimated $8.91M and bringing the position to 2,404,900 shares worth $92.8M. The position accounts for 1.12% of the portfolio, ranked #17.

Kingsview Wealth Management first reported a position in SFLR in Q4 2023 and has held it in 11 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Kingsview Wealth Management held 2,404,900 shares of Innovator Equity Managed Floor ETF worth $92.8M as of Q2 2026.
  • Kingsview Wealth Management bought 237,342 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $8.91M.
  • Innovator Equity Managed Floor ETF made up 1.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Kingsview Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2023 and has held it in 11 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

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