Whipplewood Advisors’s Innovator U.S. Small Cap Managed Floor ETF RFLR Stock Holding History

Whipplewood Advisors’s Portfolio RFLR Stock Details RFLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.3K	Buy	+838	New	+$24.6K	0.01%	365

Other funds holding RFLR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VWM

VanWeelden Wealth Management West Chester Township, Ohio $125M AUM

LAA

Liberty Atlantic Advisors Allen, Texas $139M AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Whipplewood Advisors's RFLR Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) in Q1 2026: 838 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings.

35 funds tracked by Wall St. Rank hold RFLR as of Q1 2026.

Whipplewood Advisors held 838 shares of Innovator U.S. Small Cap Managed Floor ETF worth $24.3K as of Q1 2026.
Innovator U.S. Small Cap Managed Floor ETF was a new Whipplewood Advisors position in Q1 2026.
Innovator U.S. Small Cap Managed Floor ETF made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #365 holding.
35 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Managed Floor ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.