VanWeelden Wealth Management’s Innovator U.S. Small Cap Managed Floor ETF RFLR Stock Holding History

VanWeelden Wealth Management’s Portfolio RFLR Stock Details RFLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.86M	Buy	+201,948	New	+$5.92M	4.68%	10

Other funds holding RFLR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $117M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

NFS

NewCorp Financial Services Alpharetta, Georgia $115M AUM

VanWeelden Wealth Management's RFLR Position: Q1 2026 in Review

VanWeelden Wealth Management opened a new position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) in Q1 2026: 201,948 shares worth $5.86M. The stake represents 4.68% of the portfolio and ranks #10 among its holdings.

35 funds tracked by Wall St. Rank hold RFLR as of Q1 2026.

VanWeelden Wealth Management held 201,948 shares of Innovator U.S. Small Cap Managed Floor ETF worth $5.86M as of Q1 2026.
Innovator U.S. Small Cap Managed Floor ETF was a new VanWeelden Wealth Management position in Q1 2026.
Innovator U.S. Small Cap Managed Floor ETF made up 4.68% of VanWeelden Wealth Management's portfolio in Q1 2026, its #10 holding.
35 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed Floor ETF as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.