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

Selby Wealth Management’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	$2.52M	Buy	65,291 +2,790	+4%	+$105K	0.89%	34
2026 Q1	$2.21M	Sell	62,501 -513	-0.8%	-$18.8K	0.87%	35
2025 Q4	$2.32M	Buy	+63,014	New	+$2.3M	0.94%	33

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 22.9% 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

Selby Wealth Management's SFLR Position: Q2 2026 in Review

Selby Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 4.5% in Q2 2026, buying an estimated $105K and bringing the position to 65,291 shares worth $2.52M. The position accounts for 0.89% of the portfolio, ranked #34.

Selby Wealth Management 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.

Selby Wealth Management held 65,291 shares of Innovator Equity Managed Floor ETF worth $2.52M as of Q2 2026.
Selby Wealth Management bought 2,790 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $105K.
Innovator Equity Managed Floor ETF made up 0.89% of Selby Wealth Management's portfolio in Q2 2026, its #34 holding.
Selby Wealth Management 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 Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.