RRMM
RFLR

Regatta Research & Money Management’s Innovator U.S. Small Cap Managed Floor ETF RFLR Stock Holding History

Regatta Research & Money Management’s Portfolio RFLR Stock Details RFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.5K Buy
+1,908
New +$58.4K 0.06% 231

Other funds holding RFLR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $131M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Regatta Research & Money Management's RFLR Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) in Q2 2026: 1,908 shares worth $62.5K. The stake represents 0.06% of the portfolio and ranks #231 among its holdings.

30 funds tracked by Wall St. Rank hold RFLR as of Q2 2026.

  • Regatta Research & Money Management held 1,908 shares of Innovator U.S. Small Cap Managed Floor ETF worth $62.5K as of Q2 2026.
  • Innovator U.S. Small Cap Managed Floor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator U.S. Small Cap Managed Floor ETF made up 0.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #231 holding.
  • 30 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed Floor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.