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

AE 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 Q1	$177K	Buy	+6,704	New	+$180K	﹤0.01%	1638

Other funds holding BFRZ

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VanWeelden Wealth Management West Chester Township, Ohio $125M AUM

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ATX Financial Planning Austin, Texas $132M AUM

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return

AE Wealth Management's BFRZ Position: Q1 2026 in Review

AE Wealth Management opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 6,704 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings.

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

AE Wealth Management held 6,704 shares of Innovator Equity Managed 100 Buffer ETF worth $177K as of Q1 2026.
Innovator Equity Managed 100 Buffer ETF was a new AE Wealth Management position in Q1 2026.
Innovator Equity Managed 100 Buffer ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1638 holding.
52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.