Accurate Wealth Management’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Accurate Wealth Management’s Portfolio BFRZ Stock Details BFRZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	15,058 +2,201	+17%	+$58.8K	0.04%	388
2026 Q1	$339K	Buy	12,857 +2,580	+25%	+$69.2K	0.04%	395
2025 Q4	$277K	Buy	10,277 +1,534	+18%	+$41K	0.04%	423
2025 Q3	$232K	Buy	+8,743	New	+$226K	0.03%	452

Other funds holding BFRZ

BCM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Accurate Wealth Management's BFRZ Position: Q2 2026 in Review

Accurate Wealth Management increased its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 17% in Q2 2026, buying an estimated $58.8K and bringing the position to 15,058 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #388.

Accurate Wealth Management first reported a position in BFRZ in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

Accurate Wealth Management held 15,058 shares of Innovator Equity Managed 100 Buffer ETF worth $410K as of Q2 2026.
Accurate Wealth Management bought 2,201 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $58.8K.
Innovator Equity Managed 100 Buffer ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #388 holding.
Accurate Wealth Management first reported a position in Innovator Equity Managed 100 Buffer ETF in Q3 2025 and has held it in 4 quarters since.
24 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.