OAM
IFLR

Occidental Asset Management’s Innovator International Developed Managed Floor ETF IFLR Stock Holding History

Occidental Asset Management’s Portfolio IFLR Stock Details IFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Buy
13,064
+6,246
+92% +$325K 0.07% 165
2026
Q1 		$344K Buy
+6,818
New +$355K 0.04% 202

Other funds holding IFLR

VWM
VanWeelden Wealth Management West Chester Township, Ohio $135M AUM 8.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $131M AUM
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Occidental Asset Management's IFLR Position: Q2 2026 in Review

Occidental Asset Management increased its Innovator International Developed Managed Floor ETF (IFLR) stake by 92% in Q2 2026, buying an estimated $325K and bringing the position to 13,064 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #165.

Occidental Asset Management first reported a position in IFLR in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold IFLR as of Q2 2026.

  • Occidental Asset Management held 13,064 shares of Innovator International Developed Managed Floor ETF worth $693K as of Q2 2026.
  • Occidental Asset Management bought 6,246 Innovator International Developed Managed Floor ETF shares in Q2 2026, an estimated $325K.
  • Innovator International Developed Managed Floor ETF made up 0.07% of Occidental Asset Management's portfolio in Q2 2026, its #165 holding.
  • Occidental Asset Management first reported a position in Innovator International Developed Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator International Developed Managed Floor ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.