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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
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

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

Leelyn Smith's SFLR Position: Q2 2026 in Review

Leelyn Smith held its Innovator Equity Managed Floor ETF (SFLR) position steady in Q2 2026 at 8,364 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #136.

Leelyn Smith first reported a position in SFLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $528K in Q4 2024. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Leelyn Smith held 8,364 shares of Innovator Equity Managed Floor ETF worth $323K as of Q2 2026.
  • Leelyn Smith left its Innovator Equity Managed Floor ETF share count unchanged in Q2 2026.
  • Innovator Equity Managed Floor ETF made up 0.04% of Leelyn Smith's portfolio in Q2 2026, its #136 holding.
  • Leelyn Smith first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 8 quarters since.
  • Leelyn Smith's Innovator Equity Managed Floor ETF position peaked at $528K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.