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

Perigon Wealth Management’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 		$290K Buy
+7,510
New +$282K ﹤0.01% 1142
2026
Q1 		– Sell
-6,119
Closed -$226K – 1400
2025
Q4 		$226K Buy
+6,119
New +$223K ﹤0.01% 1173

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

Perigon Wealth Management's SFLR Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 7,510 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SFLR as recently as Q4 2025.

Perigon Wealth Management first reported a position in SFLR in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Perigon Wealth Management held 7,510 shares of Innovator Equity Managed Floor ETF worth $290K as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new Perigon Wealth Management position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1142 holding.
  • Perigon Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.