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Southern Capital Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Southern Capital 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 		$707K Buy
18,328
+1,710
+10% +$64.2K 0.3% 34
2026
Q1 		$588K Sell
16,618
-24
-0.1% -$879 0.28% 43
2025
Q4 		$613K Sell
16,642
-142
-0.8% -$5.18K 0.28% 44
2025
Q3 		$605K Sell
16,784
-761
-4% -$26.5K 0.28% 42
2025
Q2 		$589K Sell
17,545
-1,881
-10% -$60.1K 0.3% 41
2025
Q1 		$610K Buy
19,426
+155
+0.8% +$5.07K 0.34% 36
2024
Q4 		$629K Buy
19,271
+178
+0.9% +$5.82K 0.35% 36
2024
Q3 		$607K Sell
19,093
-337
-2% -$10.5K 0.34% 39
2024
Q2 		$600K Buy
19,430
+20
+0.1% +$598 0.37% 35
2024
Q1 		$582K Buy
19,410
+4,417
+29% +$126K 0.35% 38
2023
Q4 		$410K Sell
14,993
-95
-0.6% -$2.49K 0.29% 40
2023
Q3 		$387K Sell
15,088
-134
-0.9% -$3.53K 0.32% 44
2023
Q2 		$396K Sell
15,222
-327
-2% -$8.14K 0.3% 43
2023
Q1 		$377K Buy
+15,549
New +$368K 0.28% 48

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

Southern Capital Advisors's SFLR Position: Q2 2026 in Review

Southern Capital Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 10% in Q2 2026, buying an estimated $64.2K and bringing the position to 18,328 shares worth $707K. The position accounts for 0.3% of the portfolio, ranked #34.

Southern Capital Advisors first reported a position in SFLR in Q1 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Southern Capital Advisors held 18,328 shares of Innovator Equity Managed Floor ETF worth $707K as of Q2 2026.
  • Southern Capital Advisors bought 1,710 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $64.2K.
  • Innovator Equity Managed Floor ETF made up 0.3% of Southern Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Southern Capital Advisors first reported a position in Innovator Equity Managed Floor ETF in Q1 2023 and has held it in 14 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.