AIM
BFRZ

Advyzon Investment Management’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Advyzon Investment 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
Q1 		$341K Buy
+12,930
New +$347K 0.03% 490

Other funds holding BFRZ

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

Advyzon Investment Management's BFRZ Position: Q1 2026 in Review

Advyzon Investment Management opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 12,930 shares worth $341K. The stake represents 0.03% of the portfolio and ranks #490 among its holdings.

52 funds tracked by Wall St. Rank hold BFRZ as of Q1 2026.

  • Advyzon Investment Management held 12,930 shares of Innovator Equity Managed 100 Buffer ETF worth $341K as of Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF was a new Advyzon Investment Management position in Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #490 holding.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.