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Savvy Advisors Inc’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Savvy Advisors Inc’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 		$458K Buy
11,879
+1,553
+15% +$58.3K 0.01% 818
2026
Q1 		$366K Buy
10,326
+437
+4% +$16K 0.01% 790
2025
Q4 		$365K Buy
+9,889
New +$361K 0.01% 690

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 22.9% 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

Savvy Advisors Inc's SFLR Position: Q2 2026 in Review

Savvy Advisors Inc increased its Innovator Equity Managed Floor ETF (SFLR) stake by 15% in Q2 2026, buying an estimated $58.3K and bringing the position to 11,879 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #818.

Savvy Advisors Inc first reported a position in SFLR in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Savvy Advisors Inc held 11,879 shares of Innovator Equity Managed Floor ETF worth $458K as of Q2 2026.
  • Savvy Advisors Inc bought 1,553 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $58.3K.
  • Innovator Equity Managed Floor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #818 holding.
  • Savvy Advisors Inc first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.