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

Perennial 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
Q2 		$8.05M Buy
208,597
+6,584
+3% +$247K 0.53% 37
2026
Q1 		$7.15M Buy
202,013
+28,419
+16% +$1.04M 0.57% 33
2025
Q4 		$6.4M Buy
173,594
+33,006
+23% +$1.2M 0.5% 40
2025
Q3 		$5.07M Buy
140,588
+17,500
+14% +$609K 0.42% 48
2025
Q2 		$4.13M Buy
123,088
+15,076
+14% +$481K 0.4% 51
2025
Q1 		$3.39M Buy
108,012
+24,742
+30% +$809K 0.38% 50
2024
Q4 		$2.72M Buy
83,270
+52,835
+174% +$1.73M 0.32% 66
2024
Q3 		$968K Buy
30,435
+13,419
+79% +$418K 0.13% 143
2024
Q2 		$526K Buy
17,016
+16
+0.1% +$479 0.08% 192
2024
Q1 		$510K Buy
+17,000
New +$484K 0.08% 187

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

Perennial Investment Advisors's SFLR Position: Q2 2026 in Review

Perennial Investment Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 3.3% in Q2 2026, buying an estimated $247K and bringing the position to 208,597 shares worth $8.05M. The position accounts for 0.53% of the portfolio, ranked #37.

Perennial Investment Advisors first reported a position in SFLR in Q1 2024 and has held it in 10 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Perennial Investment Advisors held 208,597 shares of Innovator Equity Managed Floor ETF worth $8.05M as of Q2 2026.
  • Perennial Investment Advisors bought 6,584 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $247K.
  • Innovator Equity Managed Floor ETF made up 0.53% of Perennial Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Perennial Investment Advisors first reported a position in Innovator Equity Managed Floor ETF in Q1 2024 and has held it in 10 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.