WFS
SFLR icon

WealthGarden F.S.’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

WealthGarden F.S.’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 		$469K Buy
12,165
+660
+6% +$24.8K 0.27% 108
2026
Q1 		$407K Buy
11,505
+1,037
+10% +$38K 0.28% 106
2025
Q4 		$389K Hold
10,468
– – 0.26% 102
2025
Q3 		$379K Buy
10,468
+558
+6% +$19.4K 0.27% 101
2025
Q2 		$341K Buy
+9,910
New +$316K 0.28% 94

Other funds holding SFLR

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
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WealthGarden F.S.'s SFLR Position: Q2 2026 in Review

WealthGarden F.S. increased its Innovator Equity Managed Floor ETF (SFLR) stake by 5.7% in Q2 2026, buying an estimated $24.8K and bringing the position to 12,165 shares worth $469K. The position accounts for 0.27% of the portfolio, ranked #108.

WealthGarden F.S. first reported a position in SFLR in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • WealthGarden F.S. held 12,165 shares of Innovator Equity Managed Floor ETF worth $469K as of Q2 2026.
  • WealthGarden F.S. bought 660 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $24.8K.
  • Innovator Equity Managed Floor ETF made up 0.27% of WealthGarden F.S.'s portfolio in Q2 2026, its #108 holding.
  • WealthGarden F.S. first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.