Western Wealth Management’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Western Wealth 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	$541K	Buy	14,029 +3	+0%	+$113	0.02%	645
2026 Q1	$497K	Sell	14,026 -589	-4%	-$21.6K	0.02%	648
2025 Q4	$539K	Buy	14,615 +2,638	+22%	+$96.2K	0.02%	499
2025 Q3	$432K	Sell	11,977 -141	-1%	-$4.91K	0.02%	479
2025 Q2	$407K	Buy	12,118 +3	+0%	+$96	0.02%	476
2025 Q1	$380K	Buy	12,115 +2,840	+31%	+$92.9K	0.03%	455
2024 Q4	$303K	Buy	+9,275	New	+$303K	0.02%	607

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 22.96% 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

Western Wealth Management's SFLR Position: Q2 2026 in Review

Western Wealth Management increased its Innovator Equity Managed Floor ETF (SFLR) stake by 0.02% in Q2 2026, buying an estimated $113 and bringing the position to 14,029 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #645.

Western Wealth Management 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.

Western Wealth Management held 14,029 shares of Innovator Equity Managed Floor ETF worth $541K as of Q2 2026.
Western Wealth Management bought 3 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $113.
Innovator Equity Managed Floor ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #645 holding.
Western Wealth Management 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.