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Welch Financial Planning’s Innovator Nasdaq-100 Managed Floor ETF QFLR Stock Holding History

Welch Financial Planning’s Portfolio QFLR Stock Details QFLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Hold
6,732
– – 0.14% 67
2026
Q1 		$224K Hold
6,732
– – 0.16% 63
2025
Q4 		$231K Buy
+6,732
New +$229K 0.17% 57

Other funds holding QFLR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Welch Financial Planning's QFLR Position: Q2 2026 in Review

Welch Financial Planning held its Innovator Nasdaq-100 Managed Floor ETF (QFLR) position steady in Q2 2026 at 6,732 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #67.

Welch Financial Planning first reported a position in QFLR in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold QFLR as of Q2 2026.

  • Welch Financial Planning held 6,732 shares of Innovator Nasdaq-100 Managed Floor ETF worth $246K as of Q2 2026.
  • Welch Financial Planning left its Innovator Nasdaq-100 Managed Floor ETF share count unchanged in Q2 2026.
  • Innovator Nasdaq-100 Managed Floor ETF made up 0.14% of Welch Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Welch Financial Planning first reported a position in Innovator Nasdaq-100 Managed Floor ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Innovator Nasdaq-100 Managed Floor ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.