Sard Wealth Management Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sard 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	$847K	Buy	21,944 +18	+0.1%	+$676	0.4%	27
2026 Q1	$776K	Buy	21,926 +14	+0.1%	+$513	0.42%	25
2025 Q4	$808K	Buy	21,912 +19	+0.1%	+$693	0.44%	24
2025 Q3	$789K	Buy	21,893 +2,186	+11%	+$76.1K	0.45%	23
2025 Q2	$662K	Buy	19,707 +17	+0.1%	+$543	0.41%	25
2025 Q1	$618K	Buy	19,690 +22	+0.1%	+$720	0.41%	24
2024 Q4	$642K	Buy	19,668 +4,339	+28%	+$142K	0.43%	23
2024 Q3	$488K	Buy	15,329 +2,084	+16%	+$64.9K	0.32%	26
2024 Q2	$409K	Buy	+13,245	New	+$396K	0.29%	28

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

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

Sard Wealth Management Group increased its Innovator Equity Managed Floor ETF (SFLR) stake by 0.08% in Q2 2026, buying an estimated $676 and bringing the position to 21,944 shares worth $847K. The position accounts for 0.4% of the portfolio, ranked #27.

Sard Wealth Management Group first reported a position in SFLR in Q2 2024 and has held it in 9 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Sard Wealth Management Group held 21,944 shares of Innovator Equity Managed Floor ETF worth $847K as of Q2 2026.
Sard Wealth Management Group bought 18 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $676.
Innovator Equity Managed Floor ETF made up 0.4% of Sard Wealth Management Group's portfolio in Q2 2026, its #27 holding.
Sard Wealth Management Group first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 9 quarters since.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.