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

Tradition 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 Q2	$6.39M	Buy	+165,630	New	+$6.22M	0.39%	65

Other funds holding SFLR

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

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

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Tradition Wealth Management's SFLR Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 165,630 shares worth $6.39M. The stake represents 0.39% of the portfolio and ranks #65 among its holdings.

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

Tradition Wealth Management held 165,630 shares of Innovator Equity Managed Floor ETF worth $6.39M as of Q2 2026.
Innovator Equity Managed Floor ETF was a new Tradition Wealth Management position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.39% of Tradition Wealth Management's portfolio in Q2 2026, its #65 holding.
191 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.