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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

Pinnacle Wealth Management Group's SFLR Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Innovator Equity Managed Floor ETF (SFLR) stake by 1.4% in Q2 2026, buying an estimated $129K and bringing the position to 247,451 shares worth $9.55M. The position accounts for 4.45% of the portfolio, ranked #2.

Pinnacle Wealth Management Group 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.

Pinnacle Wealth Management Group held 247,451 shares of Innovator Equity Managed Floor ETF worth $9.55M as of Q2 2026.
Pinnacle Wealth Management Group bought 3,426 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $129K.
Innovator Equity Managed Floor ETF made up 4.45% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #2 holding.
Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.