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

Root Financial Partners’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 		– Sell
-26
Closed -$921 – 2685
2026
Q1 		$921 Buy
+26
New +$953 ﹤0.01% 2642

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AP
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KWM
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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

Root Financial Partners's SFLR Position: Q2 2026 in Review

Root Financial Partners sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 26 shares — an estimated $921 sold.

Root Financial Partners first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $921 in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Root Financial Partners reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $921.
  • Root Financial Partners first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Innovator Equity Managed Floor ETF position peaked at $921 in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.