WDL
SFLR icon

Well Done LLC’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Well Done LLC’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 		$922K Sell
23,889
-104
-0.4% -$3.91K 0.12% 93
2026
Q1 		$850K Buy
23,993
+11,319
+89% +$415K 0.12% 88
2025
Q4 		$467K Sell
12,674
-19,283
-60% -$704K 0.07% 123
2025
Q3 		$1.15M Hold
31,957
– – 0.2% 72
2025
Q2 		$1.07M Buy
+31,957
New +$1.02M 0.2% 68

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

Well Done LLC's SFLR Position: Q2 2026 in Review

Well Done LLC reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 0.43% in Q2 2026, selling an estimated $3.91K and leaving 23,889 shares worth $922K. The position accounts for 0.12% of the portfolio, ranked #93.

Well Done LLC first reported a position in SFLR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Well Done LLC held 23,889 shares of Innovator Equity Managed Floor ETF worth $922K as of Q2 2026.
  • Well Done LLC sold 104 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $3.91K.
  • Innovator Equity Managed Floor ETF made up 0.12% of Well Done LLC's portfolio in Q2 2026, its #93 holding.
  • Well Done LLC first reported a position in Innovator Equity Managed Floor ETF in Q2 2025 and has held it in 5 quarters since.
  • Well Done LLC's Innovator Equity Managed Floor ETF position peaked at $1.15M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.