WealthPlan Investment Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

WealthPlan Investment Management’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	$490K	Buy	12,703 +11	+0.1%	+$413	0.02%	324
2026 Q1	$449K	Sell	12,692 -218	-2%	-$7.99K	0.03%	323
2025 Q4	$476K	Buy	12,910 +12	+0.1%	+$438	0.03%	261
2025 Q3	$465K	Sell	12,898 -3,018	-19%	-$105K	0.03%	233
2025 Q2	$534K	Buy	15,916 +14	+0.1%	+$447	0.04%	229
2025 Q1	$499K	Sell	15,902 -4,054	-20%	-$133K	0.05%	171
2024 Q4	$652K	Buy	19,956 +1,217	+6%	+$39.8K	0.06%	148
2024 Q3	$596K	Buy	+18,739	New	+$584K	0.06%	147

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 22.9% 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

WealthPlan Investment Management's SFLR Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 0.09% in Q2 2026, buying an estimated $413 and bringing the position to 12,703 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #324.

WealthPlan Investment Management first reported a position in SFLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $652K in Q4 2024. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

WealthPlan Investment Management held 12,703 shares of Innovator Equity Managed Floor ETF worth $490K as of Q2 2026.
WealthPlan Investment Management bought 11 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $413.
Innovator Equity Managed Floor ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #324 holding.
WealthPlan Investment Management first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 8 quarters since.
WealthPlan Investment Management's Innovator Equity Managed Floor ETF position peaked at $652K in Q4 2024.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.