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BFRZ

ATX Financial Planning’s Innovator Equity Managed 100 Buffer ETF BFRZ Stock Holding History

ATX Financial Planning’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 		$2.59M Sell
95,746
-96,656
-50% -$2.58M 1.71% 17
2026
Q1 		$5.07M Buy
192,402
+15,621
+9% +$419K 3.85% 8
2025
Q4 		$4.74M Buy
+176,781
New +$4.72M 3.66% 7

Other funds holding BFRZ

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ATX Financial Planning's BFRZ Position: Q2 2026 in Review

ATX Financial Planning reduced its Innovator Equity Managed 100 Buffer ETF (BFRZ) stake by 50% in Q2 2026, selling an estimated $2.58M and leaving 95,746 shares worth $2.59M. The position accounts for 1.71% of the portfolio, ranked #17.

ATX Financial Planning first reported a position in BFRZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.07M in Q1 2026. 51 funds tracked by Wall St. Rank hold BFRZ as of Q2 2026.

  • ATX Financial Planning held 95,746 shares of Innovator Equity Managed 100 Buffer ETF worth $2.59M as of Q2 2026.
  • ATX Financial Planning sold 96,656 Innovator Equity Managed 100 Buffer ETF shares in Q2 2026, an estimated $2.58M.
  • Innovator Equity Managed 100 Buffer ETF made up 1.71% of ATX Financial Planning's portfolio in Q2 2026, its #17 holding.
  • ATX Financial Planning first reported a position in Innovator Equity Managed 100 Buffer ETF in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's Innovator Equity Managed 100 Buffer ETF position peaked at $5.07M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Managed 100 Buffer ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.