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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
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 $1.37T 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 $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Savvy Advisors Inc's SFLR Position: Q1 2026 in Review

Savvy Advisors Inc increased its Innovator Equity Managed Floor ETF (SFLR) stake by 4.4% in Q1 2026, buying an estimated $16K and bringing the position to 10,326 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #790.

Savvy Advisors Inc first reported a position in SFLR in Q4 2025 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Savvy Advisors Inc held 10,326 shares of Innovator Equity Managed Floor ETF worth $366K as of Q1 2026.
  • Savvy Advisors Inc bought 437 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $16K.
  • Innovator Equity Managed Floor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #790 holding.
  • Savvy Advisors Inc first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.