UBS Group
SFLR icon

UBS Group’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

UBS Group’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 		$7.72K Buy
+200
New +$7.51K ﹤0.01% 8742
2026
Q1 		– Sell
-500
Closed -$18.4K – 11090
2025
Q4 		$18.4K Buy
+500
New +$18.2K ﹤0.01% 7844
2023
Q2 		– Sell
-1,364
Closed -$33.1K – 9553
2023
Q1 		$33.1K Buy
+1,364
New +$32.2K ﹤0.01% 6725

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

UBS Group's SFLR Position: Q2 2026 in Review

UBS Group opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 200 shares worth $7.72K. The stake represents ﹤0.01% of the portfolio and ranks #8742 among its holdings. This is a return to the name: UBS Group previously reported a position in SFLR as recently as Q4 2025.

UBS Group first reported a position in SFLR in Q1 2023 and has held it in 3 quarters since. The position peaked at $33.1K in Q1 2023. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • UBS Group held 200 shares of Innovator Equity Managed Floor ETF worth $7.72K as of Q2 2026.
  • Innovator Equity Managed Floor ETF was a new UBS Group position in Q2 2026.
  • Innovator Equity Managed Floor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8742 holding.
  • UBS Group first reported a position in Innovator Equity Managed Floor ETF in Q1 2023 and has held it in 3 quarters since.
  • UBS Group's Innovator Equity Managed Floor ETF position peaked at $33.1K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.