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MPWM Advisory Solutions’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

MPWM Advisory Solutions’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 		$398K Sell
10,320
-269
-3% -$10.1K 0.18% 74
2026
Q1 		$375K Sell
10,589
-15,660
-60% -$574K 0.2% 73
2025
Q4 		$968K Sell
26,249
-123,645
-82% -$4.51M 0.54% 33
2025
Q3 		$5.4M Sell
149,894
-1,742
-1% -$60.6K 3.21% 6
2025
Q2 		$5.09M Buy
151,636
+6,022
+4% +$192K 3.22% 6
2025
Q1 		$4.57M Buy
145,614
+59,340
+69% +$1.94M 3.32% 6
2024
Q4 		$2.82M Buy
+86,274
New +$2.82M 2.06% 12

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

MPWM Advisory Solutions's SFLR Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 10,320 shares worth $398K. The position accounts for 0.18% of the portfolio, ranked #74.

MPWM Advisory Solutions first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.4M in Q3 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • MPWM Advisory Solutions held 10,320 shares of Innovator Equity Managed Floor ETF worth $398K as of Q2 2026.
  • MPWM Advisory Solutions sold 269 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $10.1K.
  • Innovator Equity Managed Floor ETF made up 0.18% of MPWM Advisory Solutions's portfolio in Q2 2026, its #74 holding.
  • MPWM Advisory Solutions first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Innovator Equity Managed Floor ETF position peaked at $5.4M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.