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

Whipplewood 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 		$119K Sell
3,086
-49,881
-94% -$1.87M 0.08% 106
2026
Q1 		$1.88M Sell
52,967
-301
-0.6% -$11K 0.97% 24
2025
Q4 		$1.96M Buy
53,268
+3,198
+6% +$117K 1.26% 21
2025
Q3 		$1.8M Sell
50,070
-178
-0.4% -$6.2K 1.19% 22
2025
Q2 		$1.69M Buy
50,248
+28,236
+128% +$902K 0.93% 24
2025
Q1 		$1.02M Sell
22,012
-11,627
-35% -$380K 0.6% 39
2024
Q4 		$1.1M Buy
+33,639
New +$1.1M 0.62% 39

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

Whipplewood Advisors's SFLR Position: Q2 2026 in Review

Whipplewood Advisors reduced its Innovator Equity Managed Floor ETF (SFLR) stake by 94% in Q2 2026, selling an estimated $1.87M and leaving 3,086 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #106.

Whipplewood Advisors first reported a position in SFLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2025. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

  • Whipplewood Advisors held 3,086 shares of Innovator Equity Managed Floor ETF worth $119K as of Q2 2026.
  • Whipplewood Advisors sold 49,881 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $1.87M.
  • Innovator Equity Managed Floor ETF made up 0.08% of Whipplewood Advisors's portfolio in Q2 2026, its #106 holding.
  • Whipplewood Advisors first reported a position in Innovator Equity Managed Floor ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Innovator Equity Managed Floor ETF position peaked at $1.96M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.