Root Financial Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$341K Buy
+8,759
New +$340K 0.01% 293
2026
Q2
– Sell
-26
Closed -$921 – 2685
2026
Q1
$921 Buy
+26
New +$953 ﹤0.01% 2642

Other funds holding SFLR

Root Financial Partners's SFLR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q3 2026: 8,759 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SFLR as recently as Q1 2026.

Root Financial Partners first reported a position in SFLR in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

  • Root Financial Partners held 8,759 shares of Innovator Equity Managed Floor ETF worth $341K as of Q3 2026.
  • Innovator Equity Managed Floor ETF was a new Root Financial Partners position in Q3 2026.
  • Innovator Equity Managed Floor ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #293 holding.
  • Root Financial Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.