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VestGen Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

VestGen Advisors’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 		$473K Buy
12,254
+632
+5% +$23.7K 0.01% 687
2026
Q1 		$438K Sell
11,622
-464
-4% -$17K 0.01% 698
2025
Q4 		$445K Sell
12,086
-7,859
-39% -$287K 0.02% 509
2025
Q3 		$719K Buy
19,945
+361
+2% +$12.6K 0.02% 422
2025
Q2 		$674K Buy
19,584
+8,967
+84% +$286K 0.03% 382
2025
Q1 		$333K Buy
+10,617
New +$347K 0.02% 439

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

VestGen Advisors's SFLR Position: Q2 2026 in Review

VestGen Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 5.4% in Q2 2026, buying an estimated $23.7K and bringing the position to 12,254 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #687.

VestGen Advisors first reported a position in SFLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $719K in Q3 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • VestGen Advisors held 12,254 shares of Innovator Equity Managed Floor ETF worth $473K as of Q2 2026.
  • VestGen Advisors bought 632 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $23.7K.
  • Innovator Equity Managed Floor ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #687 holding.
  • VestGen Advisors first reported a position in Innovator Equity Managed Floor ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Innovator Equity Managed Floor ETF position peaked at $719K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.