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Sagespring Wealth Partners’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sagespring Wealth 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
Q1 		$1.16M Buy
32,788
+2,703
+9% +$99K 0.02% 287
2025
Q4 		$1.11M Buy
30,085
+8,253
+38% +$301K 0.02% 287
2025
Q3 		$787K Buy
+21,832
New +$760K 0.02% 351

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Sagespring Wealth Partners's SFLR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Innovator Equity Managed Floor ETF (SFLR) stake by 9% in Q1 2026, buying an estimated $99K and bringing the position to 32,788 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #287.

Sagespring Wealth Partners first reported a position in SFLR in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Sagespring Wealth Partners held 32,788 shares of Innovator Equity Managed Floor ETF worth $1.16M as of Q1 2026.
  • Sagespring Wealth Partners bought 2,703 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $99K.
  • Innovator Equity Managed Floor ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #287 holding.
  • Sagespring Wealth Partners first reported a position in Innovator Equity Managed Floor ETF in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.