Sequoia Financial Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sequoia Financial 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	$981K	Sell	25,426 -3,724	-13%	-$140K	﹤0.01%	959
2026 Q1	$1.03M	Sell	29,150 -9,047	-24%	-$331K	0.01%	883
2025 Q4	$1.41M	Hold	38,197	–	–	0.01%	724
2025 Q3	$1.38M	Sell	38,197 -9,408	-20%	-$327K	0.01%	650
2025 Q2	$1.6M	Sell	47,605 -9,902	-17%	-$316K	0.01%	531
2025 Q1	$1.81M	Buy	57,507 +23,538	+69%	+$770K	0.01%	456
2024 Q4	$1.11M	Buy	33,969 +2,367	+7%	+$77.3K	0.01%	552
2024 Q3	$1.01M	Buy	31,602 +18,215	+136%	+$567K	0.01%	543
2024 Q2	$414K	Buy	+13,387	New	+$401K	0.01%	767

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 22.96% 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

Sequoia Financial Advisors's SFLR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 13% in Q2 2026, selling an estimated $140K and leaving 25,426 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Sequoia Financial Advisors first reported a position in SFLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Sequoia Financial Advisors held 25,426 shares of Innovator Equity Managed Floor ETF worth $981K as of Q2 2026.
Sequoia Financial Advisors sold 3,724 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $140K.
Innovator Equity Managed Floor ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #959 holding.
Sequoia Financial Advisors first reported a position in Innovator Equity Managed Floor ETF in Q2 2024 and has held it in 9 quarters since.
Sequoia Financial Advisors's Innovator Equity Managed Floor ETF position peaked at $1.81M in Q1 2025.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.