SPC
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Sigma Planning Corp’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sigma Planning Corp’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 		$881K Sell
22,824
-1,146
-5% -$43K 0.02% 655
2026
Q1 		$849K Buy
23,970
+5,284
+28% +$194K 0.02% 638
2025
Q4 		$689K Buy
18,686
+56
+0.3% +$2.04K 0.02% 677
2025
Q3 		$671K Buy
18,630
+11,258
+153% +$392K 0.02% 695
2025
Q2 		$247K Buy
+7,372
New +$235K 0.01% 1073

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AP
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM

Sigma Planning Corp's SFLR Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 4.8% in Q2 2026, selling an estimated $43K and leaving 22,824 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #655.

Sigma Planning Corp first reported a position in SFLR in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Sigma Planning Corp held 22,824 shares of Innovator Equity Managed Floor ETF worth $881K as of Q2 2026.
  • Sigma Planning Corp sold 1,146 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $43K.
  • Innovator Equity Managed Floor ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #655 holding.
  • Sigma Planning Corp first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.