Secured Retirement Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Secured Retirement Advisors’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	$1.05M	Buy	27,137 +558	+2%	+$21K	0.54%	77
2026 Q1	$941K	Sell	26,579 -893	-3%	-$32.7K	0.53%	67
2025 Q4	$1.01M	Sell	27,472 -3,271	-11%	-$119K	0.57%	64
2025 Q3	$1.11M	Sell	30,743 -2,255	-7%	-$78.5K	0.62%	64
2025 Q2	$1.11M	Buy	32,998 +2,609	+9%	+$83.3K	0.66%	62
2025 Q1	$954K	Buy	30,389 +2,844	+10%	+$93K	0.61%	67
2024 Q4	$899K	Buy	27,545 +12,288	+81%	+$402K	0.52%	79
2024 Q3	$485K	Buy	+15,257	New	+$475K	0.35%	76

Other funds holding SFLR

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Secured Retirement Advisors's SFLR Position: Q2 2026 in Review

Secured Retirement Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 2.1% in Q2 2026, buying an estimated $21K and bringing the position to 27,137 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #77.

Secured Retirement Advisors first reported a position in SFLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2025. 48 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Secured Retirement Advisors held 27,137 shares of Innovator Equity Managed Floor ETF worth $1.05M as of Q2 2026.
Secured Retirement Advisors bought 558 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $21K.
Innovator Equity Managed Floor ETF made up 0.54% of Secured Retirement Advisors's portfolio in Q2 2026, its #77 holding.
Secured Retirement Advisors first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 8 quarters since.
Secured Retirement Advisors's Innovator Equity Managed Floor ETF position peaked at $1.11M in Q2 2025.
48 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.