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

Pinnacle Wealth Management Group’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	$9.55M	Buy	247,451 +3,426	+1%	+$129K	4.45%	2
2026 Q1	$8.64M	Buy	244,025 +77,609	+47%	+$2.84M	4.24%	3
2025 Q4	$6.13M	Buy	166,416 +2,880	+2%	+$105K	3.06%	9
2025 Q3	$5.89M	Buy	163,536 +10,572	+7%	+$368K	3.02%	9
2025 Q2	$5.14M	Buy	152,964 +4,106	+3%	+$131K	2.94%	9
2025 Q1	$4.67M	Sell	148,858 -24,340	-14%	-$796K	3.26%	8
2024 Q4	$5.65M	Buy	173,198 +4,887	+3%	+$160K	3.52%	8
2024 Q3	$5.35M	Buy	168,311 +4,604	+3%	+$143K	3.38%	8
2024 Q2	$5.06M	Buy	163,707 +28,910	+21%	+$865K	3.42%	8
2024 Q1	$4.05M	Buy	+134,797	New	+$3.84M	3.01%	10

Other funds holding SFLR

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return