LifePlan Investment Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

LifePlan Investment 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	$617K	Buy	+16,001	New	+$601K	0.21%	86

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

LifePlan Investment Advisors's SFLR Position: Q2 2026 in Review

LifePlan Investment Advisors opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 16,001 shares worth $617K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

LifePlan Investment Advisors held 16,001 shares of Innovator Equity Managed Floor ETF worth $617K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new LifePlan Investment Advisors position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.21% of LifePlan Investment Advisors's portfolio in Q2 2026, its #86 holding.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.