Wetzel Investment Advisors’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

Wetzel Investment Advisors’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	$24.4M	Buy	631,184 +141,747	+29%	+$5.32M	8.44%	2
2026 Q1	$17.3M	Buy	489,437 +52,953	+12%	+$1.94M	6.9%	2
2025 Q4	$16.1M	Buy	436,484 +23,507	+6%	+$858K	6.52%	2
2025 Q3	$14.9M	Buy	412,977 +14,893	+4%	+$518K	6.36%	3
2025 Q2	$13.4M	Buy	398,084 +246,764	+163%	+$7.88M	6.12%	4
2025 Q1	$4.75M	Buy	151,320 +20,268	+15%	+$663K	2.4%	10
2024 Q4	$4.28M	Buy	131,052 +26,677	+26%	+$872K	2.13%	13
2024 Q3	$3.32M	Buy	+104,375	New	+$3.25M	1.67%	20

Other funds holding SFLR

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wetzel Investment Advisors's SFLR Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Innovator Equity Managed Floor ETF (SFLR) stake by 29% in Q2 2026, buying an estimated $5.32M and bringing the position to 631,184 shares worth $24.4M. The position accounts for 8.44% of the portfolio, ranked #2.

Wetzel Investment Advisors first reported a position in SFLR in Q3 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

Wetzel Investment Advisors held 631,184 shares of Innovator Equity Managed Floor ETF worth $24.4M as of Q2 2026.
Wetzel Investment Advisors bought 141,747 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $5.32M.
Innovator Equity Managed Floor ETF made up 8.44% of Wetzel Investment Advisors's portfolio in Q2 2026, its #2 holding.
Wetzel Investment Advisors first reported a position in Innovator Equity Managed Floor ETF in Q3 2024 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.