AI
BFRZ

Atria Investments’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

Atria Investments’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 		$937K Buy
+35,544
New +$953K 0.01% 1089

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
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

Atria Investments's BFRZ Position: Q1 2026 in Review

Atria Investments opened a new position in Innovator Equity Managed 100 Buffer ETF (BFRZ) in Q1 2026: 35,544 shares worth $937K. The stake represents 0.01% of the portfolio and ranks #1089 among its holdings.

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

  • Atria Investments held 35,544 shares of Innovator Equity Managed 100 Buffer ETF worth $937K as of Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF was a new Atria Investments position in Q1 2026.
  • Innovator Equity Managed 100 Buffer ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1089 holding.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.