Sowell Financial Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Sowell Financial 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	$274K	Buy	+7,115	New	+$267K	0.01%	912

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

Sowell Financial Services's SFLR Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 7,115 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #912 among its holdings.

226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Sowell Financial Services held 7,115 shares of Innovator Equity Managed Floor ETF worth $274K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new Sowell Financial Services position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #912 holding.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.