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Regatta Research & Money Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Regatta Research & Money Management’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 		$136K Buy
+3,527
New +$132K 0.13% 149

Other funds holding SFLR

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
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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 3,527 shares worth $136K. The stake represents 0.13% of the portfolio and ranks #149 among its holdings.

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

  • Regatta Research & Money Management held 3,527 shares of Innovator Equity Managed Floor ETF worth $136K as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up 0.13% of Regatta Research & Money Management's portfolio in Q2 2026, its #149 holding.
  • 180 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

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