XY Planning Network’s Innovator Equity Managed Floor ETF SFLR Stock Holding History

XY Planning Network’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	$360K	Buy	+9,343	New	+$351K	0.05%	258

Other funds holding SFLR

Liberty Atlantic Advisors Allen, Texas $139M AUM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Envestnet Portfolio Solutions

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

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

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

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

XY Planning Network's SFLR Position: Q2 2026 in Review

XY Planning Network opened a new position in Innovator Equity Managed Floor ETF (SFLR) in Q2 2026: 9,343 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #258 among its holdings.

74 funds tracked by Wall St. Rank hold SFLR as of Q2 2026.

XY Planning Network held 9,343 shares of Innovator Equity Managed Floor ETF worth $360K as of Q2 2026.
Innovator Equity Managed Floor ETF was a new XY Planning Network position in Q2 2026.
Innovator Equity Managed Floor ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #258 holding.
74 funds tracked by Wall St. Rank held Innovator Equity Managed Floor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.