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

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return

William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return