TWM
SFLR icon

Tortuga Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Tortuga 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
Q1 		$215K Sell
6,076
-2,754
-31% -$101K 0.2% 105
2025
Q4 		$326K Buy
+8,830
New +$322K 0.34% 64

Other funds holding SFLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Tortuga Wealth Management's SFLR Position: Q1 2026 in Review

Tortuga Wealth Management reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 31% in Q1 2026, selling an estimated $101K and leaving 6,076 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #105.

Tortuga Wealth Management first reported a position in SFLR in Q4 2025 and has held it in 2 quarters since. The position peaked at $326K in Q4 2025. 195 funds tracked by Wall St. Rank hold SFLR as of Q1 2026.

  • Tortuga Wealth Management held 6,076 shares of Innovator Equity Managed Floor ETF worth $215K as of Q1 2026.
  • Tortuga Wealth Management sold 2,754 Innovator Equity Managed Floor ETF shares in Q1 2026, an estimated $101K.
  • Innovator Equity Managed Floor ETF made up 0.2% of Tortuga Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Tortuga Wealth Management first reported a position in Innovator Equity Managed Floor ETF in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Innovator Equity Managed Floor ETF position peaked at $326K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.