Morgan Stanley
SFLR icon

Morgan Stanley’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Morgan Stanley’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 		$27.3K Sell
708
-4,950
-87% -$186K ﹤0.01% 6709
2026
Q1 		$200K Buy
5,658
+3,890
+220% +$143K ﹤0.01% 5872
2025
Q4 		$65.2K Buy
1,768
+1
+0.1% +$36 ﹤0.01% 6356
2025
Q3 		$63.7K Sell
1,767
-829
-32% -$28.9K ﹤0.01% 6320
2025
Q2 		$87.2K Buy
+2,596
New +$82.9K ﹤0.01% 6182
2025
Q1 		– Sell
-1
Closed -$40 – 8202
2024
Q4 		$40 Hold
1
– – ﹤0.01% 7699
2024
Q3 		$33 Buy
+1
New +$31 ﹤0.01% 7708

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

Morgan Stanley's SFLR Position: Q2 2026 in Review

Morgan Stanley reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 87% in Q2 2026, selling an estimated $186K and leaving 708 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6709.

Morgan Stanley first reported a position in SFLR in Q3 2024 and has held it in 7 quarters since. The position peaked at $200K in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Morgan Stanley held 708 shares of Innovator Equity Managed Floor ETF worth $27.3K as of Q2 2026.
  • Morgan Stanley sold 4,950 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $186K.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6709 holding.
  • Morgan Stanley first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 7 quarters since.
  • Morgan Stanley's Innovator Equity Managed Floor ETF position peaked at $200K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.