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Liberty Atlantic Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Liberty Atlantic Advisors’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 		$26.3M Buy
682,497
+44,591
+7% +$1.67M 18.96% 1
2026
Q1 		$22.6M Buy
637,906
+82,531
+15% +$3.02M 19.32% 1
2025
Q4 		$20.5M Buy
+555,375
New +$20.3M 20.12% 1

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

Liberty Atlantic Advisors's SFLR Position: Q2 2026 in Review

Liberty Atlantic Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 7% in Q2 2026, buying an estimated $1.67M and bringing the position to 682,497 shares worth $26.3M. The position accounts for 18.96% of the portfolio, ranked #1.

Liberty Atlantic Advisors first reported a position in SFLR in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Liberty Atlantic Advisors held 682,497 shares of Innovator Equity Managed Floor ETF worth $26.3M as of Q2 2026.
  • Liberty Atlantic Advisors bought 44,591 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $1.67M.
  • Innovator Equity Managed Floor ETF made up 18.96% of Liberty Atlantic Advisors's portfolio in Q2 2026, its #1 holding.
  • Liberty Atlantic Advisors first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Liberty Atlantic Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.