WETZEL INVESTMENT ADVISORS, INC. SFLR — INNOVATOR ETFS TRUST

Ownership history in WETZEL INVESTMENT ADVISORS, INC.  ·  8 quarters on record

AI Ownership Summary

WETZEL INVESTMENT ADVISORS, INC. reported INNOVATOR ETFS TRUST (SFLR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 8.44% in 2026 Q2. The latest visible filing shows SFLR at 8.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SFLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WETZEL INVESTMENT ADVISORS, INC.'s position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SFLR was reported at 8.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.44% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SFLR stock page WETZEL INVESTMENT ADVISORS, INC. fund profile WETZEL INVESTMENT ADVISORS, INC. full holdings
How WETZEL INVESTMENT ADVISORS, INC. held SFLR — position size vs. price
% of Fund (quarterly)    SFLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 631,184 +141,747 +29.0% 8.44% $24.4M 2026-07-23 $38.26
2026 Q1 ADDED — — — 489,437 +52,953 +12.1% 6.90% $17.3M 2026-04-22 $36.61
2025 Q4 ADDED — — — 436,484 +23,507 +5.7% 6.52% $16.1M 2026-01-22 $36.91
2025 Q3 ADDED — — — 412,977 +14,893 +3.7% 6.36% $14.9M 2025-10-27 $36.60
2025 Q2 ADDED — — — 398,084 +246,764 +163.1% 6.12% $13.4M 2025-07-18 $34.07
2025 Q1 ADDED — — — 151,320 +20,268 +15.5% 2.40% $4.8M 2025-04-22 $30.51
2024 Q4 ADDED — — — 131,052 +26,677 +25.6% 2.13% $4.3M 2025-01-22 $33.25
2024 Q3 INITIATED — — — 104,375 — — 1.67% $3.3M 2024-10-29 $32.06

🏢 Other funds also holding SFLR

As of 2026 Q2 — sorted by position size

Liberty Atlantic Advisors LLC 18.96% WINNACLE WEALTH LLC 6.28% ATTICUS WEALTH MANAGEMENT, LLC 3Y 5.92% EVOLUTION WEALTH MANAGEMENT INC. 4.96% Pinnacle Wealth Management Group, Inc. 3Y 4.45% Split Rock Private Trading & Wealth Management, LLC 3.68% Holos Integrated Wealth LLC 2.27% COLUMBIA ADVISORY PARTNERS LLC 3Y 2.11% Southland Equity Partners LLC 2.06% RED REEF ADVISORS LLC 1.47%

FAQ About WETZEL INVESTMENT ADVISORS, INC. and SFLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has WETZEL INVESTMENT ADVISORS, INC. reported owning SFLR?

WETZEL INVESTMENT ADVISORS, INC. reported SFLR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SFLR position in WETZEL INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SFLR was 8.44% in 2026 Q2.

What is the latest reported SFLR position on this page?

The most recent filing on this page is 2026 Q2, when WETZEL INVESTMENT ADVISORS, INC. reported 631,184 shares, equal to 8.44% of portfolio, with an estimated market value of $24.4M.

What does the chart on this SFLR ownership page compare?

The chart compares WETZEL INVESTMENT ADVISORS, INC.'s quarterly SFLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WETZEL INVESTMENT ADVISORS, INC. time their SFLR position?

Based on 13F filing dates vs. subsequent SFLR price moves, WETZEL INVESTMENT ADVISORS, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on SFLR relative to SPY over the holding period was -4.7%.

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