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

WCG Wealth 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	$414K	Sell	10,718 -2,770	-21%	-$104K	0.01%	510
2026 Q1	$478K	Sell	13,488 -2,010	-13%	-$73.6K	0.01%	462
2025 Q4	$571K	Buy	+15,498	New	+$565K	0.02%	433
2025 Q1	–	Sell	-147,089	Closed	-$4.8M	–	320
2024 Q4	$4.8M	Buy	+147,089	New	+$4.81M	0.32%	90

Other funds holding SFLR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

WCG Wealth Advisors's SFLR Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 21% in Q2 2026, selling an estimated $104K and leaving 10,718 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #510.

WCG Wealth Advisors first reported a position in SFLR in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.8M in Q4 2024. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

WCG Wealth Advisors held 10,718 shares of Innovator Equity Managed Floor ETF worth $414K as of Q2 2026.
WCG Wealth Advisors sold 2,770 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $104K.
Innovator Equity Managed Floor ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #510 holding.
WCG Wealth Advisors first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 4 quarters since.
WCG Wealth Advisors's Innovator Equity Managed Floor ETF position peaked at $4.8M in Q4 2024.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.