William Blair & Company’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

William Blair & Company’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	–	Sell	-1,211	Closed	-$42.9K	–	2056
2026 Q1	$42.9K	Buy	+1,211	New	+$44.4K	﹤0.01%	1711

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

William Blair & Company's SFLR Position: Q2 2026 in Review

William Blair & Company sold out of Innovator Equity Managed Floor ETF (SFLR) in Q2 2026, closing a stake of 1,211 shares — an estimated $42.9K sold.

William Blair & Company first reported a position in SFLR in Q1 2026 and held it in 1 quarter. The position peaked at $42.9K in Q1 2026. 226 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

William Blair & Company reported no remaining Innovator Equity Managed Floor ETF position as of Q2 2026 after selling out during the quarter.
William Blair & Company sold 1,211 Innovator Equity Managed Floor ETF shares in Q2 2026, an estimated $42.9K.
William Blair & Company first reported a position in Innovator Equity Managed Floor ETF in Q1 2026 and held it in 1 quarter.
William Blair & Company's Innovator Equity Managed Floor ETF position peaked at $42.9K in Q1 2026.
226 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.