Sound View Wealth Advisors Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sound View Wealth Advisors Group’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	$219K	Sell	5,684 -294	-5%	-$11K	0.01%	412
2026 Q1	$212K	Hold	5,978	–	–	0.01%	403
2025 Q4	$220K	Sell	5,978 -507	-8%	-$18.5K	0.01%	393
2025 Q3	$234K	Hold	6,485	–	–	0.02%	395
2025 Q2	$218K	Hold	6,485	–	–	0.02%	394
2025 Q1	$204K	Sell	6,485 -2,112	-25%	-$69.1K	0.02%	396
2024 Q4	$281K	Buy	+8,597	New	+$281K	0.02%	352

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

Sound View Wealth Advisors Group's SFLR Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 4.9% in Q2 2026, selling an estimated $11K and leaving 5,684 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #412.

Sound View Wealth Advisors Group first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q4 2024. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Sound View Wealth Advisors Group held 5,684 shares of Innovator Equity Managed Floor ETF worth $219K as of Q2 2026.
Sound View Wealth Advisors Group sold 294 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $11K.
Innovator Equity Managed Floor ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #412 holding.
Sound View Wealth Advisors Group first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
Sound View Wealth Advisors Group's Innovator Equity Managed Floor ETF position peaked at $281K in Q4 2024.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.