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OneDigital Investment Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

OneDigital Investment Advisors’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
Q1 		$3.7M Buy
+104,543
New +$3.83M 0.04% 333

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

OneDigital Investment Advisors's SFLR Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q1 2026: 104,543 shares worth $3.7M. The stake represents 0.04% of the portfolio and ranks #333 among its holdings.

195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • OneDigital Investment Advisors held 104,543 shares of Innovator Equity Managed Floor ETF worth $3.7M as of Q1 2026.
  • Innovator Equity Managed Floor ETF was a new OneDigital Investment Advisors position in Q1 2026.
  • Innovator Equity Managed Floor ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #333 holding.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.