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

Summit Financial’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 		$2.7M Buy
+69,900
New +$2.63M 0.03% 542
2025
Q4 		– Sell
-17,954
Closed -$647K – 1325
2025
Q3 		$647K Buy
+17,954
New +$625K 0.01% 795

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

Summit Financial's SFLR Position: Q2 2026 in Review

Summit Financial opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 69,900 shares worth $2.7M. The stake represents 0.03% of the portfolio and ranks #542 among its holdings. This is a return to the name: Summit Financial previously reported a position in SFLR as recently as Q3 2025.

Summit Financial first reported a position in SFLR in Q3 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Summit Financial held 69,900 shares of Innovator Equity Managed Floor ETF worth $2.7M as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new Summit Financial position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #542 holding.
  • Summit Financial first reported a position in Innovator Equity Managed Floor ETF in Q3 2025 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.