Wealth Enhancement Advisory Services
SFLR icon

Wealth Enhancement Advisory Services’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.85M Buy
124,761
+8,014
+7% +$301K 0.01% 1022
2026
Q1 		$4.17M Sell
116,747
-376
-0.3% -$13.8K 0.01% 979
2025
Q4 		$4.36M Buy
117,123
+4,834
+4% +$176K 0.01% 1084
2025
Q3 		$4.06M Sell
112,289
-23,917
-18% -$832K 0.01% 1052
2025
Q2 		$4.6M Buy
136,206
+17,704
+15% +$565K 0.01% 934
2025
Q1 		$3.72M Buy
118,502
+65,001
+121% +$2.13M 0.01% 941
2024
Q4 		$1.75M Buy
+53,501
New +$1.75M ﹤0.01% 1247

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

Wealth Enhancement Advisory Services's SFLR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator Equity Managed Floor ETF (SFLR) stake by 6.9% in Q2 2026, buying an estimated $301K and bringing the position to 124,761 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #1022.

Wealth Enhancement Advisory Services first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 124,761 shares of Innovator Equity Managed Floor ETF worth $4.85M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,014 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $301K.
  • Innovator Equity Managed Floor ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1022 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.