SMI Advisory Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

SMI Advisory Services’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	–	Sell	-7,857	Closed	-$281K	–	64
2026 Q1	$281K	Sell	7,857 -5,347	-40%	-$196K	0.05%	53
2025 Q4	$494K	Buy	+13,204	New	+$482K	0.09%	38

Other funds holding SFLR

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

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

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

SMI Advisory Services's SFLR Position: Q2 2026 in Review

SMI Advisory Services sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 7,857 shares — an estimated $281K sold.

SMI Advisory Services first reported a position in SFLR in Q4 2025 and held it in 2 quarters. The position peaked at $494K in Q4 2025. 36 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

SMI Advisory Services reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
SMI Advisory Services sold 7,857 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $281K.
SMI Advisory Services first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and held it in 2 quarters.
SMI Advisory Services's Innovator Equity Managed Floor ETF position peaked at $494K in Q4 2025.
36 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.