MWM
SFLR icon

Meridian Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Meridian Wealth 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 		$2.14M Sell
55,492
-7,377
-12% -$277K 0.07% 246
2026
Q1 		$2.23M Buy
62,869
+16,419
+35% +$602K 0.08% 216
2025
Q4 		$1.71M Buy
46,450
+15,756
+51% +$575K 0.06% 254
2025
Q3 		$1.11M Buy
30,694
+1,914
+7% +$66.6K 0.04% 310
2025
Q2 		$966K Buy
28,780
+2,206
+8% +$70.4K 0.04% 316
2025
Q1 		$834K Buy
26,574
+1,455
+6% +$47.6K 0.04% 319
2024
Q4 		$820K Buy
25,119
+274
+1% +$8.95K 0.04% 326
2024
Q3 		$790K Buy
24,845
+4,253
+21% +$132K 0.04% 324
2024
Q2 		$636K Buy
+20,592
New +$616K 0.08% 151

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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM

Meridian Wealth Management's SFLR Position: Q2 2026 in Review

Meridian Wealth Management reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 12% in Q2 2026, selling an estimated $277K and leaving 55,492 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #246.

Meridian Wealth Management first reported a position in SFLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Meridian Wealth Management held 55,492 shares of Innovator Equity Managed Floor ETF worth $2.14M as of Q2 2026.
  • Meridian Wealth Management sold 7,377 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $277K.
  • Innovator Equity Managed Floor ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Meridian Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 9 quarters since.
  • Meridian Wealth Management's Innovator Equity Managed Floor ETF position peaked at $2.23M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.