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

NewEdge Wealth’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 		$851K Sell
22,061
-1,653
-7% -$62.1K 0.01% 702
2026
Q1 		$840K Buy
+23,714
New +$869K 0.01% 667

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

NewEdge Wealth's SFLR Position: Q2 2026 in Review

NewEdge Wealth reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 7% in Q2 2026, selling an estimated $62.1K and leaving 22,061 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #702.

NewEdge Wealth first reported a position in SFLR in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • NewEdge Wealth held 22,061 shares of Innovator Equity Managed Floor ETF worth $851K as of Q2 2026.
  • NewEdge Wealth sold 1,653 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $62.1K.
  • Innovator Equity Managed Floor ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #702 holding.
  • NewEdge Wealth first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.