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Portfolio Resources Advisor Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Portfolio Resources Advisor 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 		$420K Buy
+10,879
New +$409K 0.36% 48

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

Portfolio Resources Advisor Group's SFLR Position: Q2 2026 in Review

Portfolio Resources Advisor Group opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 10,879 shares worth $420K. The stake represents 0.36% of the portfolio and ranks #48 among its holdings.

226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Portfolio Resources Advisor Group held 10,879 shares of Innovator Equity Managed Floor ETF worth $420K as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new Portfolio Resources Advisor Group position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up 0.36% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #48 holding.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.