LPL Financial
SFLR icon

LPL Financial’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

LPL Financial’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 		$233M Buy
6,038,926
+1,449,756
+32% +$54.4M 0.05% 351
2026
Q1 		$163M Buy
4,589,170
+331,736
+8% +$12.2M 0.04% 402
2025
Q4 		$157M Buy
4,257,434
+601,796
+16% +$22M 0.04% 397
2025
Q3 		$132M Buy
3,655,638
+62,781
+2% +$2.19M 0.04% 435
2025
Q2 		$121M Sell
3,592,857
-165,047
-4% -$5.27M 0.04% 413
2025
Q1 		$118M Buy
3,757,904
+281,628
+8% +$9.21M 0.05% 371
2024
Q4 		$114M Buy
3,476,276
+1,312,003
+61% +$42.9M 0.05% 360
2024
Q3 		$68.8M Buy
2,164,273
+1,019,250
+89% +$31.7M 0.03% 498
2024
Q2 		$35.4M Buy
1,145,023
+952,801
+496% +$28.5M 0.02% 705
2024
Q1 		$5.77M Buy
+192,222
New +$5.47M ﹤0.01% 1678

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

LPL Financial's SFLR Position: Q2 2026 in Review

LPL Financial increased its Innovator Equity Managed Floor ETF (SFLR) stake by 32% in Q2 2026, buying an estimated $54.4M and bringing the position to 6,038,926 shares worth $233M. The position accounts for 0.05% of the portfolio, ranked #351.

LPL Financial first reported a position in SFLR in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • LPL Financial held 6,038,926 shares of Innovator Equity Managed Floor ETF worth $233M as of Q2 2026.
  • LPL Financial bought 1,449,756 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $54.4M.
  • Innovator Equity Managed Floor ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #351 holding.
  • LPL Financial first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 10 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.