Leelyn Smith’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Leelyn Smith’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	$365K	Buy	9,364 +1,000	+12%	+$38.8K	0.04%	135
2026 Q2	$323K	Hold	8,364	–	–	0.04%	136
2026 Q1	$296K	Sell	8,364 -420	-5%	-$15.4K	0.04%	134
2025 Q4	$324K	Sell	8,784 -686	-7%	-$25K	0.05%	128
2025 Q3	$341K	Sell	9,470 -35	-0.4%	-$1.22K	0.05%	123
2025 Q2	$319K	Sell	9,505 -1,283	-12%	-$41K	0.05%	116
2025 Q1	$339K	Sell	10,788 -5,393	-33%	-$176K	0.06%	115
2024 Q4	$528K	Buy	16,181 +6,005	+59%	+$196K	0.09%	102
2024 Q3	$324K	Buy	+10,176	New	+$317K	0.06%	113

Other funds holding SFLR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Leelyn Smith's SFLR Position: Q3 2026 in Review

Leelyn Smith increased its Innovator Equity Managed Floor ETF (SFLR) stake by 12% in Q3 2026, buying an estimated $38.8K and bringing the position to 9,364 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #135.

Leelyn Smith first reported a position in SFLR in Q3 2024 and has held it in 9 quarters since. The position peaked at $528K in Q4 2024. 152 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Leelyn Smith held 9,364 shares of Innovator Equity Managed Floor ETF worth $365K as of Q3 2026.
Leelyn Smith bought 1,000 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $38.8K.
Innovator Equity Managed Floor ETF made up 0.04% of Leelyn Smith's portfolio in Q3 2026, its #135 holding.
Leelyn Smith first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 9 quarters since.
Leelyn Smith's Innovator Equity Managed Floor ETF position peaked at $528K in Q4 2024.
152 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.