Split Rock Private Trading & Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Split Rock Private Trading & Wealth Management’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 Q3	$5.49M	Buy	140,827 +1,846	+1%	+$71.7K	3.69%	8
2026 Q2	$5.36M	Buy	138,981 +126,834	+1,044%	+$4.76M	3.68%	10
2026 Q1	$430K	Buy	+12,147	New	+$445K	0.33%	27

Other funds holding SFLR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's SFLR Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 1.3% in Q3 2026, buying an estimated $71.7K and bringing the position to 140,827 shares worth $5.49M. The position accounts for 3.69% of the portfolio, ranked #8.

Split Rock Private Trading & Wealth Management first reported a position in SFLR in Q1 2026 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold SFLR as of Q3 2026.

Split Rock Private Trading & Wealth Management held 140,827 shares of Innovator Equity Managed Floor ETF worth $5.49M as of Q3 2026.
Split Rock Private Trading & Wealth Management bought 1,846 Innovator Equity Managed Floor ETF shares in Q3 2026, an estimated $71.7K.
Innovator Equity Managed Floor ETF made up 3.69% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #8 holding.
Split Rock Private Trading & Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.