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Strategic Financial Concepts’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Strategic Financial Concepts’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
-6,290
Closed -$223K – 298
2026
Q1 		$223K Buy
+6,290
New +$230K 0.05% 268

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

Strategic Financial Concepts's SFLR Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 6,290 shares — an estimated $223K sold.

Strategic Financial Concepts first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 6,290 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $223K.
  • Strategic Financial Concepts first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Concepts's Innovator Equity Managed Floor ETF position peaked at $223K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.